I have been using separate envelopes for groceries, eating out and misc, but because there are almost entirely cash expenses and because I think this will work better for us, I want to consolidate them into one envelope. However, if I delete the individual envelopes, I lose all of my previous expenses and make my account balances incorrect. What is the best way for me to make this change?
Fortunately, deleting envelopes won’t delete transactions! They’ll still appear when you view All, but their envelopes will be struck through.
In this case I would edit one envelope to the new name you want to use, then either move the other transactions into it by choosing them in bulk and reassigning, or just delete the old envelopes knowing that your history and account balances will remain intact.
Hope that helps!
That does help! Thanks so much, Tiffany!