How to Retire an Envelope

Retiring an envelope removes it from your main screens without deleting any data.

All transactions stay saved for reporting, and the remaining balance will be transferred to another envelope. You can unretire it anytime if you want to use it again.

To retire an envelope:

1. From the home screen, tap the envelope you want to retire
2. Scroll to the bottom and tap ‘retire envelope’
3. If there’s a balance (positive or negative), you’ll be prompted to transfer it the balance to another envelope
4. Select the envelope to transfer the balance to
5. Confirm by tapping ‘retire envelope’