We want these new envelopes to be part of our Paycheck Quick Fill. How do we do this?
Assuming you already have the Paycheck fill established, just open it in the app (from the Account >Scheduled Transactions) or on the web under See All Your Scheduled Transactions. From there you make whatever adjustments youâd like!
One wrinkle to what Tiffany shared â if youâre specifically referring to the âQuick Fillsâ you can set up and save on the Web, unfortunately itâs not possible to edit those at this time. So what you should do if thatâs what youâre trying to work on is load your Quick Fill, make the desired changes, then save the new Fill as another Quick Fill (you can delete the original one also, if youâd like).
When I click on âScheduled Transactionsâ there are none listed. This must mean we only use âQuick Fillâ, yes?
We will try this, thanks!
So we:
- Open our existing âQuick Fillâ
- Make changes to it, adding amounts for the new envelopes
- âsave as another âQuick Fillââ
How do we do step 3? Is this with âRemember Quick Fill asâŚâ? And then give it a new name?
Yes, exactly. Once you make your changes, youâll just save everything (the old Quick Fill + the new changes) as a new Quick Fill with a new name.