Your account () hasn't been added to a household. Please contact your administrator to be added.
Envelope Budgeting
to
to
New account
Give your account a name.
Delete account?
This account will be hidden from the app.
Existing transactions will still show this account name in your history. This cannot be undone.
Account:
Edit account
Update the name for this account.
New envelope
Name your envelope and set a budget allowance.
Tip: use Group:Label to group envelopes — e.g. Food:Groceries
Delete envelope?
This envelope will be hidden from the app.
Existing transactions will still show this envelope name in your history. This cannot be undone.
Envelope:
This is your distribution envelope. Remove it from Household settings first.
Edit envelope
Update the name or budget for this envelope.
Tip: use Group:Label to group envelopes — e.g. Food:Groceries
New transaction
Split total$0.00
To allocate$0.00
Split total$0.00
To allocate$0.00
Schedule for later
Delete transaction?
You're about to permanently delete this transaction.
This action cannot be undone. If this is a transfer, both legs will be deleted together.
Transaction:
Delete scheduled transaction?
This will cancel the scheduled transaction — no future occurrences will be applied.
This action cannot be undone.
Transaction:
Overdue scheduled transactions
These items are significantly overdue. No transactions have been applied yet — review each one and choose what to do.
System admin
Manage all households in the system.
New household
Repair email pointers
Recreates any missing households-by-email entries for every household. Idempotent — safe to run any time.
Scan for old fields
Check all docs in for stale fields left over from previous migrations.
Recalculate balances?
Recompute all account and envelope balances for from their full transaction history.
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.
App info
Version:
Household settings
Edit envelopes & accounts
Transactions in this envelope are excluded from expense reports.
Bank integration (Akahu)
Payee list
Payee names saved from past transactions — used for autocomplete when entering a new transaction.
Data
Export all household data for backup or migration to a new household, or import from a previously exported file (target household must be empty).
Import from Goodbudget
File: —
Paste your current Goodbudget account balances (from the Accounts section in the GB web UI). Balance correction transactions will be created automatically.
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.
