How to Change an Envelope Type

You can change an envelope type at any time, especially if you've set one up incorrectly. Follow these simple steps:

  1. From the home screen, select the envelope you want to modify
  2. Tap 'edit' in the top right corner
  3. Choose the desired envelope type: 'Variable,' 'Fixed,' or 'Savings.'
    • If you select 'Fixed,' input the estimated bill amount and apply a payment schedule
    • If you select 'Savings,' you have the option to set a 'goal amount' and a 'deadline.'
  4. Save your changes - it's that easy!
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