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:
How Budget Works
Check Register

Deleting Envelopes

Envelopes may be deleted from a document. When envelopes are deleted, their history records are saved to a text file (budget envelopes only, not investment envelopes) . See the Archive Data Format topic for more information. Any funds left in the envelope will be transferred to the "Available" envelope. To delete an envelope, first select it, then use the Envelopes > Delete menu command. You will be asked to confirm the action with the warning window shown below; click the YES button if you are sure you want to delete the envelope.

Note: You can not delete an envelope that has unbalanced transactions. If the envelope has unbalanced transactions you will have to wait until the transaction has cleared the bank, and you have checked it in the balance window and balanced your budget. Alternately, you may void and then delete the unbalanced transactions.

Delete envelope warning screenshot

You will then see the standard save window. Use this window to select where to save the archived data. Save the file by clicking on the SAVE button. If you cancel the save, the archive records will not be written; however, the envelope will still be deleted.

Warning: The delete command can not be undone. However, it is possible to restore the envelope if you close the document WITHOUT saving, then open the original document again.

When the envelope is deleted, any funds in the envelope will automatically be transferred to the "Available" envelope.

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