How can i deal with automatic withdrawals (house loan, electricity, internet etc.) ?

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  • Updated 4 years ago

Do I have to create an envelope for each withdrawal, fill them every month, and then create monthly operations that I need to clear / reconcile, every month ? Thanks.
Photo of Lionel


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Posted 4 years ago

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Photo of Becky Huang

Becky Huang, Official Rep

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Hi Lionel,

That's a good question. We recommend that you use the same Envelopes each budget period--you'll be able to refill them automatically on the web by scheduling your fills to repeat every month. This way, you'll have a transaction history for each Envelope, but they will refresh each budget period so you can always see how much you have left to spend. 

Read more about how to create scheduled transactions (fills and payments) in our Help Center:

Hope this helps!