Conversations

Photo of Mrudi
Importing Transactions
Many of the features of this product I like.  However the one that is a deal breaker is the importing feature.  Although linking your acc...
  • 2 me toos
  • 11 replies
  • Idea
  • Not Planned
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New income envelope fill
Normally I fill my envelopes on the 1st of the month since I am one month ahead. I had forgotten about some  extra one-time income which ...
  • 1 me too
  • 1 reply
  • Question
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Transfer or expense?
I tend to overthink things and this might be the case but I just want to see the best way of doing something.  I pay all bills on the 1s...
  • 1 me too
  • 1 reply
  • Question
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Wipe the slate clean
I've decided I wish to wipe out everything, accounts, envelopes, transactions etc and completely start over. What is the quickest /easies...
  • 1 me too
  • 1 reply
  • Question
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When to group envelopes.
I am planning to group my envelopes beginning in June. Would it be best to create those groups on June 1st or do it now?
  • 1 me too
  • 5 replies
  • Question
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Budget ahead
I track expense sub-categories on a separate spreadsheet to determine what monthly envelope amounts will be. I also work a month ahead wh...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of HFLTV
Unallocated Confusion
About to enter month 3 and maybe one day my brain will completely wrap around this. Let me set the stage.I am tracking 2 accounts - Expen...
  • 1 me too
  • 1 reply
  • Question
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2nd month question
I'm nearly complete with my 1st month using the app and love it. I now realize I want to reduce the amount of my envelopes as well as uti...
  • 1 me too
  • 3 replies
  • Question