Fill Envelope vs Transaction; Optional Notes

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  • Updated 2 years ago
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I bought a bunch of tickets for a group of friends and they are paying me back. The purchase I made I had applied to an envelope I titled "Reimbursable" so I have a negative (red) balance. For some friends, I had created a Transaction and applied their payment to that envelope as Credit not an Expense, adding a hashtag #baseball so I could locate these transactions later. Somewhere along the way, I thought, hey, I could create a Fill Envelope and apply a payment to the envelope and it would be less steps (or some other reasoning I came up with). Now, I'm going back, looking to see to see how many paid me with #baseball, and only some of my transactions appear. Turns out, the Fill Envelope "shortcut" doesn't allow for a Notes field to add #baseball.

In this scenario, these two methods of recording a transactions do the same thing: show a payment is received into my chequing account and reducing my negative envelope balance. Will a Notes field be a future idea in the Fill Envelope or should I go back and delete all my Fill Envelopes transactions and make them regular Transactions instead? Why use one method over the other?

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Posted 2 years ago

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Photo of Karisa Russell

Karisa Russell, Official Rep

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Hi Cheryl,

To answer your first question, both do the same thing, as you said. The different being that filling allows you to more easily add money to multiple Envelopes at once.

To clarify, you can add Notes to Envelope Fills. If you're on the web, you'll see the Notes field in the 'Review and Save' box on the right. If you're on mobile, you'll see the field at the bottom of the screen. You can simply edit the fills you already made and add in the tag.

Hope that helps!