Tech Tip - Associating Categories to a Specific Envelope

You will want to associate categories that are spent out of a specific envelope in order to make your data entry quicker and more accurate.

For instance in my personal finance portfolio I have a “Transportation” envelope. I then have categories for “repairs”, “gas”, “insurance” and “car payment”. I have these categories associated to my “Transportation” envelope so that whenever I select “Transportation” only these categories are available for me to choose.

Follow these instructions to associate your categories to specific envelopes within your portfolio. Click on “settings” then “categories”. A list of all of your income and expense categories can be found here. You can designate a category to be associated with an envelope by selecting an envelope from the drop down list to the left of each of your listed categories. Please associate all of the categories with the envelope of your preference, scroll down and click save.

See our next helpful tip on setting a default category!