We receive a deposit and cannot seem to record it with one transaction, in fact we receive it and it goes into unallocated, then we have to transfer it to a holding envelope, then we transfer it to our savings account. Any thoughts on how to make this more efficient and have it deposit right into the envelope named for this transaction?
Sure! On the web, use the “Fill Envelopes”>“Fill from New Income” instruction. This lets you assign a deposit to one or many envelopes in a single transaction, and you can schedule it to recur if you’d like it to. In iOS, just add a transaction, change the type to “Add Income” and do the same thing. (I don’t have any experience with Android so I’m not sure if it’s handled differently there)