Keep an old envelope assigned to transactions, but not have it in the current budget?

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  • Problem
  • Updated 1 month ago
  • Solved
So, I no longer need one of my envelopes, and wanted to remove it from my budget. However, deleting it marked all the transactions previously associated with it as Unassigned, which really messes up reports from previous months. Is there a way to keep those transactions marked with the old envelope, and only remove it from the budget going forward? 
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Amanda Fischer

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Posted 3 years ago

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Photo of Becky Huang

Becky Huang, Official Rep

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Official Response
Hi everyone,

We just wanted to update you that we just released an update to the delete functionality on the web app today. You can now delete envelopes and accounts you no longer need and still filter for them in the Advanced Search and see your spending for deleted envelopes and accounts in your reports. Note that you cannot, however, undo deleting an envelope or account.

Hope this helps,
Becky
(Edited)