What to do with a Goal Envelope?

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  • Updated 5 years ago
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Okay... My wife and I created a Goal Envelope, saved the total amount, and then spent the money within that Goal Envelope. 

Now what do we do with the Goal Envelope that's sitting at $0? Just delete it?  The last time we deleted an envelope it deleted ALL the transactions going into and out of that envelope - it really skewed the budget numbers...

Thanks in advance for your time in helping.  
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Posted 5 years ago

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Photo of Carla77


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You can always change the name of the envelope and use it for another goal :)
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Becky Huang, Official Rep

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Hi eazy,

Congrats on reaching your goal! 

When you delete and Envelope, the transactions associated with that Envelope do <b>not</b> get deleted. They will stay in your Transaction history, but the Envelope they were assigned to will be deleted and you won't be able to edit the transaction. Just make sure that the Envelope balance is at 0 before you delete it. If it's not at 0, the remaining balance will become Unallocated.