Starting over each month

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Please help! I have used good budget for one month. I don't link this to my account but I want to keep track of my money. So what I want to do is keep my March information but start over for April. I can't seem to figure out how to do this. I just want the information in each envelope to be accurate for that month. I tried to get around this by creating a separate account for each month, but this doesn't seem to be working.
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sandy

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Posted 3 years ago

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Karisa Russell, Official Rep

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Hi Sandy, 

To start your budget for April, try refilling your Envelopes and 'Setting' them to full. When you do that, you'll be able to keep your March data, but your Envelope balances will be refreshed for the new month. Finally, you won't need to create a new Account, as you can continue using the Account you started with. 

Here's how you can refill your Envelopes for April while on the website. 

* Click on Fill Envelopes (https://goodbudget.com/envelopes/fill). 
* Add your paycheck amount and who you received it from
* Use the 'Choose a Quick Fill' button to select the 'Set All' option, which will reset your Envelopes to totally full
* When you're done, press 'Save' to post the fill

I hope that helps
Karisa
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Bernadette

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Hi Karisa, 

I came to this post because I'm also struggling to start fresh each month.

Am I understanding this correctly? I need to schedule my salary at the start of each month, and re-fill each envelope?

Is there a way to tell GB that I will earn the same every month, and my expenses /envelopes will be the same every month, and it needs to start fresh on the 1st of every month?

Kind regards, 

Chita
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Alex Park, Official Rep

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Hi Chita,

Yes, you're understanding that correctly. To reset your Envelopes to their budgeted amounts to start each month fresh, you'll create a scheduled Envelope Fill that Sets them to their budgeted amounts. If you want to add your Income to this process, you can use an Envelope Fill from New Income and specify your Income amount as well.

Once you've set up this scheduled Fill, it should automatically post every month on the 1st, adding your Income and resetting your Envelopes.

Hope that helps!
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Mandy Simon

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When you refill the envelopes and set them to full every month, if the previous months data doesn't go away, does that mean over time you'll be able to see how much you have saved to that envelope? I have the same concern. This is my first month, but I have envelopes I don't particularly use every month (ex: Medical/Dental). I want to be able to see how much I have total after so many months when the time comes to spend more then my monthly fill. Does this make sense?
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Karisa Russell, Official Rep

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Hi Mandy, 

I think I see what you're saying. To clarify, 'Setting' Envelopes to full means that the balance is reset to the Budgeted Amount. That means that remaining balances in those Envelopes will be wiped cleaned, and transferred to Unallocated so you can 'start fresh.'

If you want to build up a balance in your Envelopes, use the 'Add' option when filling. That option allows remaining balances to be rolled over the new month so that you can build up savings in those particular Envelopes. 

Does that answer your question? 
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Mandy Simon

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Kind of. So at the beginning of every month, I 'add' my monthly allocation to each envelope and whatever was left over from the previous month will roll over? And where am I adding it from? Unallocated? Is unallocated reset every month?
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Karisa Russell, Official Rep

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Hi Mandy, 

That's right! 'Adding' is the rollover option.

You can either Fill from Unallocated or Fill from New Income. If you currently add your incomes to Unallocated throughout the month as you receive them, I'd suggest filling from Unallocated so you can use the income that you've pooled there. 
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Karisa Russell, Official Rep

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Mandy, 

Are you just getting set up with Goodbudget? If so, you might find our Getting Started Video series to be helpful. Here's a link: http://help.goodbudget.com/customer/en/portal/topics/470675-getting-started-guide/articles
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Mandy Simon

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What is the difference in 'Fill from Unallocated' and 'Fill from New Income'?
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Mandy Simon

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HELP: On the envelopes page in the website, to the right is transactions. I clicked the status of "monthly fill." I clicked it but wasn't noticing what ti was doing. Come to find it was refilling each envelope every time I clicked it. Is there any wayb to reverse this? All my data from April is gone!
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Karisa Russell, Official Rep

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Good question - Filling from New Income allows you to add a paycheck and fill your Envelopes in one step. Filling from Unallocated allows you to use income that you've pooled already in Unallocated to fill your Envelopes with. 
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Karisa Russell, Official Rep

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Hi Mandy, 

Sorry for the troubles! Changing the status of your transaction shouldn't refill your Envelopes. 

Feel free to email support@goodbudget.com with your Household username so we can take a closer look at what's going on.