Change Existing Primary Envelopes to More Envelopes

How do I change some of my Primary Envelopes into More Envelopes?

Changing your existing Primary Envelopes to More Envelopes will allow you keep your transaction history for each Envelope. Here’s how:

1. Click on “+Add” under the More Envelopes bar to create a More Envelope for any period. Note, you’ll need to have at least one Envelope in the More section before you can move your Primary ones.

2. Drag the Primary Envelope into the More Envelope section. It’s okay if it’s not the correct period, you can change it once it’s the more Envelope section. 

3. Save your changes!

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