FAQ: Can My Envelopes Refill Automatically?

Q: How can I set my Envelopes to refill automatically?

Q: Can EEBA remember my income so I don’t have to enter it in every time?

Life can get complicated. Whether you have multiple incomes, an irregular income, or even just one income, managing it all can feel like a lot of work. Thankfully, EEBA can help!

Save Time with Scheduled Incomes

Link: https://eebacanhelp.com/scheduled/reset-amounts-scheduled.php

If you’re on our Plus or Premium plan you can save time by Scheduling your income in EEBA. Follow the link above to get started. After you log-in, it’ll take you to a page that looks like this:

If you’ve used the regular Add Money / Receive Income page before than this will all be familiar. Enter the appropriate information and choose,

  • Specify to distribute the funds directly to your Envelopes, or;
  • Keep Unallocated to distribute the funds later.

If you choose “Keep Unallocated,” you may want to create a Scheduled Distribution from Unallocated to fund your Envelopes as well.

When you’re done, scroll down to choose how you’d like the transaction to repeat, and when you would like the schedule to start.

That’s it! Your incomes will now be recorded automatically.

  • If you need to make a change, head to the Scheduled Items page to find and edit your Scheduled Item.
  • EEBA processes scheduled items just once each day, so it may take up to a day for the first instance to post.

Thanks to Megan and Sam for the question!

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