Envelope Budgeting

Kevin Stembridge's Avatar

Kevin Stembridge

12 Dec, 2009 05:08 PM

Hi all,

I've been searching for information on Envelope Budgeting in Moneydance and it turns out it is a popular feature request but information is spread out in various different threads, wiki articles and trac tickets.

I'd like to suggest to users who are interested in this particular feature that they vote for it on the following trac ticket:
http://moneydance.com/trac/ticket/1198

Regards,
Kevin

EDIT: Trac is dead. To vote for this feature please add a comment to this thread.

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  1. 62 Posted by lisa0668 on 01 Jan, 2013 04:09 PM

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    I vote for envelope budgeting, as well!

  2. 63 Posted by Rachel on 01 Jan, 2013 06:26 PM

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    I see envelope budgeting as the budget for the rest of the family (all of them not doing the accounting). It needs to be able to have just a few simplified sub-set of categories that are for the discretionary spending. I can't get the rest of my family to enter their categories for spending yet directly into their devices with moneydance on them, because all the accounts and categories for taxes, etc, appear in the choice list. If the iphone version had just the categories I designated as envelope categories, then I think I could get cooperation from the other spenders in the family to enter their own spending.

  3. Support Staff 64 Posted by Jon Hoover on 02 Jan, 2013 06:54 PM

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    Hi Everyone,
    No need to vote for envelope budgetting we've been hard at work implementing it for Moneydance 2013.
    Sincerely,
    Jon Hoover, Moneydance Support

  4. 65 Posted by Linda Baxter on 23 Mar, 2013 09:29 PM

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    I am new to Moneydance having been a user of MS money for over 15years. So slow now and not being supported is a constant worry which is why I am in the process of changing. From 1st April I am hoping all the reminders will transfer money from my bank accounts to all the relevant accounts I have set up automatically for many years to come. Never knew it was called enveope budgetting but have set up 30 liability accounts. I hope it all works out because other wise my computer will be going out the window.
    I am sure when the new moneydance 2013 comes out that I will benefit enormously.
    Linda

  5. 66 Posted by Jean-Pierre on 29 Mar, 2013 04:08 PM

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    Very much looking forward to envelope budgeting. Although Money Pie is good, having this feature integrated into MD will make it more practical.

  6. 67 Posted by jp on 31 Mar, 2013 08:58 PM

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    MD needs to seriously improve it's budgeting features. My budgets include some trivial complexities like large expenses that I pay once a year - and am totally frustrated with MD's inability to generate a useful visual of where I am spending my money and if I am spending more that I am making.

    Several posts have said that envelope budgeting is coming in MD 2013 and that I do not need to vote for it. I guess I'm just voting for MD 2013 and a real budget...soon.

  7. 68 Posted by mrparson on 04 Apr, 2013 11:07 AM

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    As a new user I too am looking forward to envelope budgeting in MD. I have used three other envelope budgeting programs in the past, which each had a good point here or there, but each lacked something that made tracking/budgeting more work than necessary.
    I am really looking forward to MD 2013 and the budgeting feature which was the main reason for me to purchase the current version.
    Thanks for moving in this direction.

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