Moving Money from Additional Income Directly into an Envelope. No Second Step Transfer!

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  • Updated 6 months ago
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This might be too specific an issue for the average user but, I spent a bunch of time trying to find a work around for this and .... Eureka! I am paid the same amount weekly (+/- $0.01) so that’s no problem. I also receive reimbursements for expenses from the previous work week. The issue was that it is included in my direct deposit every week. There by screwing up my carefully laid budgeting plans.

Workaround: Every week I enter my reimbursement income but, not as income. (These instructions are for the web interface)
1. Click —> Add Transaction — Select —> Expense/Credit
2. Make the amount a negative number (to get a credit vs. debit) -44.10 Example
3. Select your envelope (or split into 2 like I do — Tolls and Parking) and click save.
When you check the envelope(s) the money will be there without the old 2 step process (Enter Income then Transfer to Envelopes). It’s the small victories that make life worth living.
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Phil Shuart

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  • Pleased with myself

Posted 7 months ago

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Sandra L. Milo

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Oh Cool!  Thanks for posting.

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I do the same thing when I get credit card cash awards (Xmas shopping envelope), which I keep in a separate account until I redeem them.
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Becky Huang, Official Rep

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Hi Phil,

Your workaround makes sense in your case because your reimbursement is not necessarily an income, but a credit. I will note that adding all of your income in this way will make your spending reports inaccurate as credits decrease your "expense" amount and will not impact  your "income" amount.