Assigning a transaction

Assigning a transaction after paying

This is the default behavior in Envelope

1. Swipe your card (or pay with something via ACH)

2. Tap the transaction

3. Select the envelope

4. (Optional) Choose to always use this envelope

Assigning a transaction before paying

1. Enable auto-lock on your physical card

2. Tap the link card button on the Envelopes tab

3. Choose which envelope to use

4. Your next physical card transaction will use the selected envelope