Amount saved and envelope balance don't match

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  • Updated 8 months ago
Just noticed this today, on the web version.  When I look at some of my annual envelope balances with a due date, and the amount saved according to the status bar, the amounts don't match.  I.e. Annual membership 1 due 2/1/19, balance = saved = $47.25; annual amt 2 due 10/1/19, balance = 10.60 (correct), saved = 21.39; annual amt 3 due 12/1/19, bal = 10.70 (correct), saved = 15.84. 
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Telt1910

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Posted 8 months ago

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Karisa Russell, Official Rep

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Hi Telt1910

Good question! The saved so far calculation won't always match your balance. And, when it doesn't, that could be because you've spent from the Annual Envelope. The saved calculation counts how much you've filled into the Envelope for that 'year' (due date last year to due date this year), while your balance includes all fills and expenses against the Envelope for its entire history. 

Hope that helps!