Envelope activity report

Overview

The Envelope activity report shows a breakdown of allocations, expenses, and Transfers for selected Envelopes over a date range. Open it by clicking the print button in the Envelope list toolbar and selecting Envelope activity.

Envelope selection

The left side of the dialog shows a tree view of all your Envelopes. Select the Envelopes you want to include in the report. Three toolbar buttons control selection:

• Select all Envelopes – Selects every Envelope.
• Clear selection – Selects nothing.
• Select Allocation Plan – Selects only Envelopes that are included in the Allocation Plan.

Your selections are remembered between sessions.

Date range

A drop-down offers preset date ranges:

• Custom – Enables editable From and To date fields.
• This week / This week to date / Last week
• This month / This month to date / Last month
• This quarter / This quarter to date / Last quarter
• This year / This year to date / Last year

Selecting a preset fills in the From and To dates automatically. Editing the dates directly switches the drop-down to Custom.

Columns

Eight checkboxes control which data columns appear in the report:

Column	Description
Allocations	Positive non-Transfer Transactions (income allocated to the Envelope).
Expenses	Negative non-Transfer Transactions (spending from the Envelope).
Transfers in	Transfer money moved into the Envelope.
Transfers out	Transfer money moved out of the Envelope.
All in	Combined total of allocations and Transfers in.
All out	Combined total of expenses and Transfers out.
Start balance	The Envelope balance at the start of the date range.
End balance	The Envelope balance at the end of the date range, computed as Start balance + All in - All out.

Extrapolate or average

A drop-down scales the reported values to a normalized rate:

• None (gross) – Shows raw totals for the selected period.
• Per day, per week, per month, per quarter, or per year.

Start and end balances are not affected by scaling.

Output options

Button	Description
Print	Sends the report to your printer.
Preview	Opens a print preview window.
Copy to clipboard	Copies the report as tab-delimited text.
Export to file	Saves the report as a CSV file.

All settings are remembered between sessions.