Comments on: FAQ: How to use the “Sweep” Envelope to Build Savings or Pay Down Debt

By: alex

alex — Mon, 11 Jul 2022 13:35:11 +0000

In reply to Jesisca.

Hi Jessica — sorry for the troubles and confusion here. If you’re still having issues with this, can you send us some screenshots at support@goodbudget.com so we can take a closer look at what you’re seeing and try to help you out? Thanks!

By: Jesisca

Jesisca — Sat, 09 Jul 2022 02:16:22 +0000

I’m getting money sweep into my unallocated monthly but the numbers just aren’t adding up.
There shouldn’t be any money left over to sweep.

As my income to budgeting is $0

By: Karisa

Karisa — Tue, 23 Oct 2018 21:10:06 +0000

In reply to John. Hi John - You can create a weekly budget by changing your Primary Budget Period to Weekly. When you do that, you'll also be able to add income and fill your Envelopes on a weekly basis. You can see how to change to a Weekly Budget Period here. Hope that helps!

By: John

John — Tue, 23 Oct 2018 09:30:12 +0000

Is it possible to change from monthly to weekly? Our paychecks in New Zealand are weekly

By: Karisa

Karisa — Fri, 25 Aug 2017 18:04:18 +0000

In reply to Jacques.

Hi Jacques – You can see a tutorial on how to track expenses here: (http://help.goodbudget.com/customer/en/portal/articles/1043762-step-5-record-your-expenses). And, here’s a tutorial on resetting your Envelopes: (http://help.goodbudget.com/customer/en/portal/articles/1043754-step-4-fill-your-envelopes)

By: Jacques

Jacques — Fri, 25 Aug 2017 14:29:56 +0000

I would please like a step by step guide to just tracking spend from envelopes, and resetting the envelope amounts at the end of every month. The above does not help at all.

By: Karisa Russell

Karisa Russell — Mon, 18 Apr 2016 20:42:28 +0000

In reply to Sotiris.

Hi Sotiris – Are you adding expense transactions to your Savings Envelope? If so, to clarify, all Envelopes that have expense transactions will show up in your spending reports. What you can try is transferring funds from your Savings Envelope to your other spending Envelopes and then spending out of that new Envelope. That way, your Savings Envelope won’t show up in your reports. Feel free to shoot me an email at support@goodbudget.com if you have more questions.

By: Sotiris

Sotiris — Sun, 17 Apr 2016 09:03:48 +0000

Hi,
I have a savings envelope that i use to sweep the leftover money at the end of every month. However, this envelope shows as “Spending” in the reports. Is there a way to exclude it so that reports only show the actual spending?

By: becky

becky — Wed, 04 Dec 2013 00:34:18 +0000

In reply to Ed.

Hi Ed–If you’d like to move all of the leftover money into Savings, you can head to the Goodbudget webpage and click on the “Fill Envelopes” button. Click the “Set” button for each monthly Envelope you’d like to set to 0 and it will remove any extra money, or add money if you went over, from your Envelopes so that they become 0.

Then, over in the “Fill Summary” box, the amount called “Allocated This Fill” will show you how much you have left after you’ve balanced your monthly Envelopes to 0. If you have leftover money, it will be a negative number (if it actually took more money to pay the Envelopes you overspent in, it will be a positive number).

Just enter this amount into the Savings Envelope textbox as a positive number and click “Fill ‘Em!” to save. Then you’ll be ready to fill your Envelopes for the new budgeting period!

By: Ed

Ed — Fri, 29 Nov 2013 22:28:14 +0000

I didn’t spend all budgeted money in envelopes, but I want to move the about to savings before I fill my envelopes to the specified amounts. How do I do this? Will the area I overspent balance out before the amount goes to savings?