I don’t want my budget amounts to roll over nor my envelops to refill automatically every month, but I believe it’s how it’s currently set up (not sure whether I somehow did it myself or if it’s just the default). How do I undo or disable both of these things?
You can either delete the scheduled/future Fills, or change all the relevant instructions to “Add 0”. Either will prevent any filling from happening without your direct input.
But how does one delete a scheduled fill? Where exactly do I find it?
In Transactions, choose “see more scheduled transactions” or “See All Your Scheduled Transactions”. It will be at the top of your transaction list. You can do this in the app but it’s much easier on the web