why some envelopes get filled and other not?

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at the beginning of the month some envelopes get filled and other not. what should I do?
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elisa

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  • frustrate

Posted 1 week ago

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Holly Carinci

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Go into your online account from your PC and reset your envelope preferences.
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Alex Park, Official Rep

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Hi Elisa,

This is likely because you created some Envelopes after creating your scheduled Envelope Fill. To clarify, when you create a new Envelope or new Envelopes, they will not be automatically added to your scheduled Fill(s), you'll have to manually add them in. If you'd like your Envelopes to be Filled automatically in the future, I recommend you edit your scheduled Fill by finding it in your transactions list, clicking on it to open the edit menu, and changing the Fill options for the Envelopes in question.

Hope that helps!
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elisa

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Thank you so much!!
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Wayne Woodbury

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Elisa, here are some additional details might be useful.  For me, it helps to understand when my default envelope budget amounts are used and when they are not.

First, when you create your envelopes, you can set the budget amount for each envelope.  These amounts are then used to fill the envelopes under certain conditions.  Specifically, on the Fill Envelopes screen, there is a Quick Fill drop-down box next to the title on section 2 ("Fill your envelopes").  If you select one of the top two items in this list, "Add all" or "Set all", the amounts from your envelope budget settings will be used.

Once you have selected one of these options, you may proceed to customize the value going into any envelope or choose the "Add" or "Set" option next to each envelope.  Any customizations you make will override the default envelope values.  If you want to save your customizations, check the box in section 1 titled "Remember Quick Fill as..." and specify a name for your custom Quick Fill.  This will be added to the Quick Fill drop-down box so that you can select it next time.

Just understand that your custom Quick Fill has its own settings and no longer follows the default budget amount you set for your envelope.  This means that any changes you make in the "Edit Envelopes" screen, including adding a new envelope, will be ignored by your custom Quick Fill.  To account for these changes, you will need to make another custom Quick Fill.

If you are using scheduled Fill transactions, you can use the default values or use a custom Quick Fill.  I don't use scheduled transactions for my Fills, so I'm probably not the best one to speak to this, but I believe it will use your default budget amounts if you choose the "Add all" or "Set All" Quick Fill options.  I believe you can also customize which envelopes use the "Add" or "Set" option as long as you don't type a number into the input field for that envelope.  I may be mistaken on some of the details here, so you may want to experiment with it (or see if someone else will confirm my understanding).

I hope that helps.

Wayne
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elisa

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Really appreciate this detailed explanation! Thank you!!!