App How To

June 11th

Great question! Once you change the system type (described above by changing the System Type in your Settings), you will want to “rebalance” your envelopes by going to the Envelopes tab, click Options (•••), then Rebalance Envelopes. This will make an adjusting entry in your envelopes to get the balances to zero. Once your envelopes have been rebalanced you can then start using your available for funding to fund your envelopes and start using your plan to schedule your envelope funding moving forward. I hope that helps! Let us know if you run into any problems or if you have any questions.
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