Envelopes are a way of categorizing your expenses. You should have one envelope for each expense such as "Rent" "Groceries", "Utilities", etc. When you receive money you place it into an envelope, when you need money to pay an expense you take it out of the appropriate envelope. Envelopes can be grouped for similar expenses; you could have a group envelope "Utilities" with contained envelopes of "Electric", "Phone", etc. Any envelope you create exists in all of the bank accounts. It has a balance for each account and a net balance that is the total of the balances for that envelope in all accounts.
All envelopes are displayed for each account. Main envelopes display with a standard envelope graphic, group envelopes display with a group envelope graphic, and contained envelopes display directly below the group they are part of with a standard envelope graphic.
Touch a group envelope to either show or hide it's contained envelopes.
Touch a standard envelope to show it's transaction history and create transactions in that envelope.
Touch a standard envelope to select or deselect it. When selected an envelope's transaction history and statistics are displayed in the bottom half of the display. If no envelope is selected, the history and statistics shown are for the entire selected account.
The top line of the envelope display shows the envelope name and the balance in that envelope in the currently selected account, green for a positive amount and red for a negative amount. The bottom line shows the budgeted amount graph and the net balance for the envelope. Any icon set for the envelope will be displayed on the left.
The envelope display consists of three lines, the envelope name, the envelope balance, and the budgeted amount graph with the net balance. Any icon set for the envelope will be displayed on the bottom left.
Note: The "Net" is the balance in the envelope for all accounts. Touch and hold the net balance to show the envelope's balance in each account.
Display the Envelope screen and touch the Edit button to put the screen into editing mode. A prompt will appear with a green plus (+) sign at the bottom of the existing envelopes; depending on the number of envelopes you may have to scroll down to see it. Touch the prompt.
Touch the Control Panel button. Within the control panel, touch the envelopes with a green plus (+) sign on it.
Display the Envelopes screen and touch the Edit button to put the screen into editing mode. Touch an envelope to begin editing it.
Touch the Info button (i) in the upper right of the envelope.
Touch any field to begin editing that field. You can set any of the options for the envelope. Touch the Info button in the top-left of the editing screen to toggle the display for additional information on each option.
Use the "Is Group Envelope" switch to create the envelope as a group envelope. Use the "Parent Group" selector to create the envelope as a sub envelope in the selected group.
Note: You can not change whether an envelope is a group or not after adding sub-envelopes to a group or recording transactions to a standard envelope.
Display the Envelope Settings screen as discussed above. Touch the Pay Details button at the bottom (scroll down if necessary) to show the Pay Details screen. You can set your income in the Pay Sources screen for an account.
Pay sources and pay details are an additional add-on. See the Add-Ons section for more details.
Display the Envelope screen and touch the Edit button. Tap and drag the three bars on the right of any envelope to position it wherever you want.
Touch the Control Panel button. Within the control panel, touch the Sort button to begin sorting envelopes. Tap and drag the three bars on the right of any envelope to position it wherever you want. You can also sort by name, balance, or budgeted amount by tapping the appropriate button.
Note: You can not change the group/sub relationship during sorting.
Note 2: When you sync with the desktop, the order of the envelopes will return to the same as on the desktop.
Display the Envelope screen and touch the Edit button. Touch the red minus (-) sign next to the envelope you want to delete. A Delete button will appear on the right, touch it to remove the envelope.
Tap and hold on the envelope to be deleted. A black button with an X on it will be displayed on that envelope. Tap the X button to remove the envelope.
Note: You can not delete the Available envelope.
Note 2: You can not delete an envelope once it has been synced with the desktop.