Comments on: Tailor Your Budget So It Fits Just Right

By: Steve

Steve — Wed, 13 Feb 2013 19:22:53 +0000

Hi Anitra,

It sounds like the Envelopes weren’t funded. When you create a new Envelope, don’t forget to fill it with money via the Add Money / Receive Income page (https://eebacanhelp.com/transactions/reset-amounts.php), or the Distribute from Unallocated page (https://www.eebacanhelp.com/envelopes/distribute.php).

By: anitra

anitra — Sun, 10 Feb 2013 00:14:00 +0000

hello, ok so two of my envelopes have money of lets say 50$ and i usded 25$ of this whey am i in red? other envelopes look the same and this is not happening. a little confusing on this part.
Im glad this budget works on PC and iphone products. Very handy.

By: Steve

Steve — Fri, 01 Feb 2013 19:49:49 +0000

Hi Kathy,
It sounds like you want to reset your Envelopes back to full so you can start tracking expenses in February with a clean slate, is that right?

If so, you can head to the Add Money / Receive Income page (https://eebacanhelp.com/transactions/reset-amounts.php) and choose “Set all envelopes to budgeted amount.” That will refill all your Envelopes to full.

By: Kathy

Kathy — Fri, 01 Feb 2013 14:09:20 +0000

Feb 1st want to start new month of tracking…how do you clear January transactions, without losing transactions via transaction history (permanent). Want to compare history month to month. Transactions not cleared automatically on the first of each month. Thanks.

By: Steve

Steve — Wed, 23 Jan 2013 20:42:06 +0000

Hi Savannah,
Currently, no, but if your income is the same month to month you can create a Remembered Refill that distributes your income along those percentages and then re-use it month to month. Hope that helps!

By: Savannah

Savannah — Wed, 16 Jan 2013 23:14:28 +0000

is there a way to allocate money into envelopes by percentages rather than actual amounts of money? For example, if every pay check is different and you want to put 20% into groceries, 20% into gas, etc. rather than X amount of money.

By: Steve

Steve — Fri, 04 Jan 2013 23:34:17 +0000

Hi Chris,

Thanks for the feedback! The mobile apps let you put in your estimated income and plan your budget accordingly. We’re working on getting that into the web app as well!

By: Chris Knickerbocker

Chris Knickerbocker — Fri, 04 Jan 2013 05:59:19 +0000

It would be nice to have budgets for income as well so that EEBA could show a monthly Budgeted Income – Budgeted Expense figure. Otherwise I can’t see any other way to plan monthly income except on a piece of paper to make sure expenses don’t exceed income.

By: Steve

Steve — Mon, 10 Dec 2012 16:58:00 +0000

Hi Roy,

You can always edit the incomes you’ve already put in, or simply delete and remake them if that’s easier. To do either, head to your Transactions History page (https://eebacanhelp.com/transactions/history.php) and click on the “edit” link to the right of each transactions.

If you want to delete all of your transaction data to completely restart, click on the “My Account” link at the top right of the page, then on the link “clear all my data.” (https://eebacanhelp.com/household/reset-household.php) That will clear all of your transaction data, leaving only your Envelopes and their budget amounts.

By: roy pettie

roy pettie — Sat, 08 Dec 2012 00:59:40 +0000

I need to start over again. How I do that?