Envelope Budgeting

Kevin Stembridge's Avatar

Kevin Stembridge

12 Dec, 2009 05:08 PM via web

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. 32 Posted by Kevin Stembridge on 03 Mar, 2012 06:21 PM

    Kevin Stembridge's Avatar

    Thanks for the response Ben. You still didn't answer my second question though.

    Is the new budgeting feature that you are planning actually an envelope budgeting system?

  2. 33 Posted by Pat MacQ on 04 Mar, 2012 11:30 PM

    Pat MacQ's Avatar

    Hi Kevin,

    Wow, that sounds great. Please count me as one more vote in favor of
    an integrated envelope budgeting system. Saving money for later has
    been one very important household function I have had a lot of trouble
    coordinating with Moneydance. So, instead I have resorted to paper
    envelopes. I love how moneydance automates reconciling my checkbook,
    etc., and I wish it could automate saving money towards different
    goals.

    Thanks so much,
    Patrick

  3. 34 Posted by Barry Wright on 06 Mar, 2012 03:55 PM

    Barry Wright's Avatar

    Another vote for the ability to budget by envelopes. I still can't believe that something that was so easy in Quicken (which I switched from!) is still so difficult in MD.

  4. 35 Posted by Laura on 08 Mar, 2012 05:14 PM

    Laura's Avatar

    Here is another vote to integrate envelope budgeting. I'd love to not have to do it in a separate spreadsheet!

  5. 36 Posted by Sarah on 10 Mar, 2012 12:07 AM

    Sarah's Avatar

    Count this as another vote for an envelope system!

  6. 37 Posted by Gary M. on 27 Mar, 2012 11:56 AM

    Gary M. 's Avatar

    +1 for the envelope budgeting feature. I would love to see budget envelopes associated with categories/tags. That way when I specify a purchase as "groceries" it is automatically deducted from the correct envelope. Splits would be a necessary feature since some purchases would have items spanning multiple categories.

  7. 38 Posted by Rachel on 21 Apr, 2012 03:56 AM

    Rachel's Avatar

    If the interface for the envelope budgeting were visually simple and intuitive, then I would be able to use it to share the most important daily parts of the family finances with the children and my spouse. They don't want all the details I track, just the basics. Please make an envelope budgeting tool that can be used in this manner.

  8. 39 Posted by kevinc on 29 Apr, 2012 04:36 PM

    kevinc's Avatar

    Yes, please bring us an envelope system. I used multiple banks and accounts so I would like it to be able to at least scale down for an account (envelopes belonging to an account) even if it doesn't have a scale across all accounts (all similar envelopes summarized).

  9. 40 Posted by Maggie on 08 May, 2012 09:33 PM

    Maggie's Avatar

    Another vote for an envelope budget system within Moneydance. It would lift MD way above the competition. There is definitely the need for personal finance software that integrates the forward planning budgeting of You Need A Budget with the ability to track investments as well as checks, credit cards and savings.

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