Transfer Between Envelopes

How do I move money from one Envelope to another?

• Click on the envelope that you would like to move money from.

• At the bottom of the screen, there is a white “Transfer” button. Tap that button.

• This opens up the Envelope Transfer page.

• The date will automatically be filled, you do not need to change this.

• Select the envelope you’d like to transfer money from in the “From” text box.

• Select the envelope you’d like to transfer money to in the “To” text box.

• In the “Amount” text box, type the dollar amount that you’d like to transfer.

• In the upper right hand corner, select the “Save” icon.

• Your envelope balances will reflect this transfer.