It’s a new month and you’ve filled your Envelopes again. Last month you overspent in a few Envelopes and spent less than you budgeted in others, and now those deficits and surpluses have carried forward into the new month. But you only want to see this month’s spending in your Envelopes — how can you have your Envelopes reset automatically to their budgeted amounts at the beginning of each month so that they only show your current month’s spending?
If you prefer that each month starts fresh, you can create a scheduled Envelope Fill that automatically sets your Envelopes to their budgeted amounts on the 1st of every month.
This creates a clean monthly reset. Here’s how you can do that!
Instructions by Platform
- Click Fill Envelopes (upper-left corner).
- In Section 1: Fill from, choose Available.
- Change the Date to the 1st of the month.
- Check the box for “Schedule this…” and select Every month.
- In Section 2: Fill your envelopes, open the Choose a Quick Fill dropdown.
- Select Set all.
- If you have non-Primary Envelopes you’d like to fill:
- Scroll passed your Primary Envelopes
- Use the dropdown menu next to each non-Primary Envelope to select your reset amount, or click the Add button to add the budgeted amount instead.
- Click Save.
Your Envelopes will now reflect only this month’s spending.This Fill will automatically post again on the 1st of every month.
- Tap Add Transaction (the square with the pencil in the top right corner).
- Tap Type > Fill from Available.
- Add a Description
- Tap the Date field and set it to the 1st of the month.
- Tap Schedule and select Every Month.
- Tap Choose a Quick Fill.
- Select Set All Monthly to Budgeted Amount.
- If you have non-Primary Envelopes you’d like to fill:
- Scroll through your Envelope’s list to look for Envelopes that say ‘No Change’ – these are likely your non-Primary Envelopes that didn’t receive money
- Tap each Envelope individually
- Select the reset option, or toggle off the ‘rollover’ option to add the budgeted amount instead
- Tap Save.
Your Envelopes will now show only current month activity, and this reset will repeat automatically each month.
- Tap the Envelope icon (upper-right corner).
- Tap From Available
- Add a Description
- Set the Date to the 1st of the month.
- Check “Schedule this…” and select Every Month.
- Tap each Envelope you want to reset.
- Choose Set to Budget Amt.
- Tap Save.
Your Envelopes will now reflect only this month’s spending, and the reset will repeat automatically.
FAQ
Will this delete my past transactions?
No. This scheduled Fill only adjusts current Envelope balances. It does not delete or modify past transactions.
What if I only want to reset certain Envelopes?
Instead of using “Set All,” select individual Envelopes and choose the reset option only for those you want to adjust. You can use the “Add” option for the Envelopes you’d like to grow balances in, like Savings Envelopes.
Can I undo the reset?
Yes. You can edit or delete the posted Fill. Deleting the Fill will fully remove the money that was added to your Envelopes. Deleting transactions is a permanent action that cannot be undone.
*This article was written by humans, restructured for scannability using GenAI, and reviewed by humans.
