I know how to automatically fill envelopes at the beginning of the month. I do not know how to start over with zero allocations to those envelopes. I do not want last month’s spending in this month’s envelopes. How do I archive that spending? I do want the ability to look back to see what envelope I put certain expenses in.
You’ll want to do a Fill on the first of the month that instructs every envelope to Set to your budgeted amount. If you’re working toward having a full month’s buffer, then do a Fill that instead Sets every envelope to 0. You can then use the money in Available to fill the envelopes with the highest priorities. The transactions will still all be visible, but the balances will only reflect spending from the current budget period.
Be sure to click on the Set buttons in your Fill; some people (like me) find the color scheme can be counterintuitive.
Hope that helps!
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