Is there a quick way to “sweep” all the money that is leftover in the envelopes in a certain category at the end of the month before I refill them? For example, I would like to be able to move any leftover money from some primary spending envelopes (gas, groceries, utilites, etc.) into a vacation savings envelop at the end of the month. I know I can just “top off” the envelopes each month when I fill them, but my income is variable and I want to keep separate the amount that is truly unallocated versus the money that was leftover. Is there a quick way to “empty” all your envelopes from one category into an envelope in a different category at the end of the month without transferring from each one individually?
You can do it in one instruction with a single Fill from Available—just instruct every envelope to “Set to 0” and all your money will then be Available. Move that total into Vacation (the total will show in the upper right block of the Fill screen) and you’ll be all set. (If you have unavailable funds you don’t want to sweep, make a note of the amount before you start. You’ll have to subtract that from the vacation transfer manually, but you’ll end up in the same place)
If you want that to happen every month, just make it a recurring Fill but make sure it happens BEFORE you refill everything for the next month
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