How do I get the envelopes to start afresh every first of the month?

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  • Updated 6 months ago
Because right now the expenses are all accumulated From the previous month, so it makes it hard to track my expenses for this month
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  • confused

Posted 6 months ago

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Karisa Russell, Official Rep

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Hi Ben, 

That's a good question! It sounds like your existing Monthly Envelope Fill is configured to carry over leftover money in to the next month. If you'd like to have it reset your Envelope balances to the full budgeted amount, then update the [Pending] Monthly Envelope Fill and select the 'Set' refill option for each Envelope that you'd like. That will make sure that your Envelopes are reset next month. 

If you want to have your Envelope balances reset to full for this month, try this: 

Delete your Monthly Envelope Fill for Oct 1

  • Scroll through your Transaction history and find your Monthly Envelope Fill from Oct 1 and click on it
  • Next, click 'Delete' on the right side of the screen

Create a new Fill that Sets your Envelopes to full

  • Click on Fill Envelopes (
  • Enter your paycheck amount and who you received it from
  • Date the Fill for Oct 1
  • In step 2, use the 'Choose a Quick Fill' drop down to select the 'Set All' option
  • When you're done, be sure to save your changes.

Hope that helps!