Assigning a transaction

Assigning connects a transaction to the envelope that should pay for it. You can assign after a purchase, preselect an envelope before using your physical card, or use an Envelope virtual card that assigns purchases automatically.

Assign after paying

This is the default Envelope workflow:

1. Pay with your card or account.

2. Open the posted transaction.

3. Select the envelope that should cover it.

4. Optionally choose Always to use that envelope for future transactions from the same merchant.

The transaction detail screen includes merchant information and, when available, a location map. Transaction search and filters can help locate older purchases.

Assign before paying with a physical card

1. Enable Auto-lock for the physical card.

2. Tap the link-card button on the Envelopes tab.

3. Choose the envelope for the next purchase.

4. Use the card and complete the transaction.

The next physical-card transaction is assigned to the selected envelope, and Auto-lock locks the card again afterward. Learn more in Using Auto-lock.

Assign automatically with an Envelope card

Create a virtual card for a specific envelope and use that card with the merchant. Purchases are assigned to the connected envelope automatically and are limited by the envelope's balance. See Virtual and Envelope cards.

Top off while assigning

If an envelope does not have enough money, use the assignment flow's top-off option to move money into it before completing the assignment.