Budget Help

  1. Key Concepts
  2. Getting Started
  3. Work with Accounts
  4. Work with Envelopes
  5. Work with Income
  6. Record Transactions
  7. Work with Transactions
  8. Calendar
  9. Investments
  10. Calculators
  11. Import/Export/Sync
  12. Reports/Statistics
  13. Preferences
 Related Key Concepts:
Cash
Check Register
Credit Cards
Savings Accounts

Associated Envelopes

Associate envelopes allow you to set which envelopes are part of an account. A "Rent" envelope may make sense in a "Checking" account but not in a "Savings account" likewise a "Travel Savings" envelope may make sense in a "401K" account but not in a "Checking account" When an envelope is associated with an account it will show on the main window when that account is selected, in the "Total" account, or in any of the other windows when working with that account. If an envelope is not assoicated with an account then for all pratical purposes it does not exist in that account.

Normally all envelopes exists in all accounts. When you create a new envelope it is automatically associated with all accounts. However, you can tailor which envelopes are associated with an account by showing the account's Information window. To do so, select the Account and click the INFO toolbar button or use the Accounts > Account Info... menu command. Click the Settings tab and in the table set the checkbox next to each envelope you want associated with that account. Clicking in the header of the checkbox column associates all envelopes with the account.

Warning: You will receive a warning if you try to unassoiate an envelope with an account that either has a current balance or has allocations being made from a pay source.

See the section Envelope Views to configure the way envelopes are shown on the main window.

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