start fresh or revisit onboarding

start fresh

You can clear your data and start again without deleting your account. There are two ways:

• delete all transactions deletes every transaction, upcoming bills included, and brings your envelope balances to zero. Your envelopes stay, with their payment schedules.
• delete all budgeting data deletes all transactions, envelopes, recurring transactions, budget history and saved favorites. Your account and sign-in stay active.

1. On the envelopes tab, tap … at the top right.
2. Tap settings.
3. Under security & data, tap erase data & start fresh.
4. Tap delete all transactions or delete all budgeting data.
5. Tap proceed with deletion to confirm.

You can’t undo either one in the app. When it’s done, the app offers the next step: stuff now after deleting transactions, or set up envelopes after deleting all budgeting data. Tap not now to do it later.

Neither one changes your subscription. To delete your account as well, see delete your account and data.

revisit onboarding

Walk through the app’s setup again if you want a refresher.

1. On the envelopes tab, tap … at the top right.
2. Tap settings.
3. Under security & data, tap revisit onboarding.

The walkthrough starts after the first questions about you. To leave, tap close on its first screen. From a later screen, tap previous until you’re back on the first one.

Caution

The walkthrough changes your real budget. Envelopes you add in it are added to your envelopes, and finishing it saves a new budget.