Transfer between envelopes

  • 1
  • Problem
  • Updated 3 months ago
I am new to the program and I am trying to transfer money from one envelope that has "extra" to another envelope that has gone over it's budget but my numbers are not changing. What am I doing wrong?
Photo of Melissa Waters McDougal

Melissa Waters McDougal

  • 3 Posts
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Posted 3 months ago

  • 1
Photo of Brian Hurst

Brian Hurst

  • 5 Posts
  • 1 Reply Like
Hi, I do this all the time, without issues. Are you doing it on the app? Sometimes, I have forgotten to remember to hit Save?
That might be result in nothing happening.
(Edited)
Photo of Tiffany Kucifer

Tiffany Kucifer

  • 31 Posts
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If you're using the web version, did you remember to change the transaction type to Transfer? When you do, you should see two transactions in your list--a "from" and a "to" transaction. Hopefully it's something this simple!
Photo of Melissa Waters McDougal

Melissa Waters McDougal

  • 3 Posts
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I think I got it, I went back and was able to make it work. I don't know what I was doing wrong before.