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Envelope Budgeting

Track your household budget by envelope — turn each expense into an envelope, then connect your bank to fetch and categorise transactions automatically. New here? Sign in to request a household. The app is in beta — there's no support and sign-ups are manually approved.

Request a household

Signed in as . Pick a name for your household to request access.

⚠ This app is in beta — there's no support and things may change. New sign-ups are manually approved before you can log in.

Request pending

Thanks! Your request is awaiting approval. Check back later — you'll be able to log in once it's approved.

Access locked

This household has been locked. Please contact the administrator for more details.

Envelope Budgeting

Backup due

New household request

to

to

Delete?

:

New account

Give your account a name.

Account name

Starting balance

Leave at $0 for a new empty account. If set, we'll add an opening-balance transaction dated yesterday.

Akahu bank account

New envelope

Name your envelope and set a budget allowance.

Envelope name

Tip: use Group:Label to group envelopes — e.g. Food:Groceries

Weekly amount

Budget period

For a budget that runs on its own cycle — e.g. a 4-weekly pay alongside a fortnightly one. An auto-fill schedule only funds envelopes matching its own frequency.

New transaction

Date

Amount

Payee / description (optional)

Account

Envelope

Split total $0.00

To allocate $0.00

From account

To account

From envelope

Keep in sync with budgets (recurring budget fill)

Distributes each envelope's current budget from the From envelope every time it runs, at your budget period. Edit a budget to change the amount — no need to touch this schedule.

To envelope

Split total $0.00

To allocate $0.00

Notes (optional)

Schedule for later

Frequency

Reminder only (don't record)

Filter transactions

Filters combine — a transaction must match all of them.

Scope

Account

Envelope

What

Type

Keyword

Amount

and

Only uncategorised (no envelope)

Reconciled

When

Date range

Enter two dates (in either order) to show only transactions between them.

→

Overdue scheduled transactions

These items are significantly overdue. No transactions have been applied yet — review each one and choose what to do.

System admin

Households

Scan for old fields

Check all docs in for stale fields left over from previous migrations.

Recalculate balances?

Recompute account and envelope balances for from transaction history.

Full history (recompute everything from scratch)

Recompute from the start of:

Earlier months are trusted from the last checkpoint. If none is valid (or none exists yet), a full recalculation runs automatically.

Delete household?

This will permanently delete all data for this household.

All accounts, envelopes, transactions, scheduled transactions, and rules will be permanently deleted. Member access will be removed. This cannot be undone.

Type to confirm

Download a JSON backup of this household first (recommended)

Cache debug

Bypass read-cache (force server reads — this device, this session)

Profile

Theme

System

Light

Dark

Back up to Google Drive

Backup interval

Household settings

Edit envelopes & accounts

Budget period

The default for every envelope. An individual envelope can be set to a different period in its own edit screen.

Distribution envelope

Transactions in this envelope are excluded from expense reports.

Household name

Members

Add member by email

Bank integration (Akahu)

App token

User token

Data

Export all household data as JSON for backup or migration to a new household, or export transactions as a spreadsheet-friendly CSV (one row per split/transfer leg, sharing a Txn #). (Importing into an empty household is done from the empty-state buttons on the main screen.)

Payee list

Payee names saved from past transactions — used for autocomplete when entering a new transaction.

Import from Goodbudget

File: —

Start date (optional — leave blank to import all)

End date (optional)

Current account balances (optional)

Paste your current Goodbudget account balances (from the Accounts section in the GB web UI). Balance correction transactions will be created automatically.

Active envelope list (optional)

Paste your current Goodbudget envelope list (copied from the GB web UI). Envelopes not in this list will be marked soft-deleted, and balances will be used to create correction transactions.

Scheduled transactions (optional)

Paste the full Goodbudget Scheduled Transactions page. Incomes, expenses, and account/envelope transfers are imported. "Envelope Fills" is skipped.

Accounts

Envelopes

Envelope fill

Create a scheduled envelope fill

First fill on

Scheduled Transactions

Split credits vs income

Goodbudget can't tell these apart in the export. Leave as Income/Fill for paychecks & transfers in; switch to Credit for refunds (keeps the money on the envelope, reducing its spending). Check Goodbudget if unsure.

New rule

Payee (optional — blank matches any payee)

Amount (optional — leave blank to match any amount)

Envelope

Split total $0.00

To allocate $0.00

Auto-apply (categorise new transactions without asking)

Apply which rule?

More than one rule matches this transaction. Pick one to apply.

Bank accounts found

Tick the bank accounts you'd like to track. We'll create an account for each and set its opening balance automatically after the first sync.

Already tracking some of these accounts manually? Tick only the ones that are new. Untick any you already track, and link those to their banks from each account's edit screen instead. If you already track all of these, use Not now.