Difference between revisions of "Envelope List"

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==Envelope List==
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[[File:Envelope-warning.png]]
  
[[File:Envelope-warning.png]]
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This is a list of Envelopes with current balance and watchdog status.  
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===Transactions In Bundle Warning===
  
This is a list of Envelopes with current balance and watchdog status. The red dot on clothing indicates that the Envelope Bundle contains individual transactions in addition to the descendent Envelopes. This is allowed by Principal Plan and the warning indicator can be turned off in the settings. However, if this was not intended and the transactions should be in a child envelope, this can be confusing.
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The red dot on the Clothing bundle above indicates that the Envelope Bundle directly contains individual transactions in addition to its Child Envelopes. This is allowed by Principal Plan and the warning indicator can be turned off in settings. However, if this was not intended and the transactions should be in a Child Envelope, this can create some confusion.
  
To find these misplaced transactions, open a ledger for the Bundle (in the example, Clothing). The ledger will contain all the Bundle's and its descendant's transactions. Click the Edit Filter button and uncheck "Include Descendant Envelopes."
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To view the misplaced transactions, open a ledger for the Bundle (in the example, Clothing). The ledger will contain all the Bundle's and its descendant's transactions. Click the Edit Filter button and uncheck "Include Descendant Envelopes."
  
 
[[File:Turn-off-desc.png]]
 
[[File:Turn-off-desc.png]]

Revision as of 08:48, 21 February 2021

Envelope-warning.png

This is a list of Envelopes with current balance and watchdog status.

Transactions In Bundle Warning

The red dot on the Clothing bundle above indicates that the Envelope Bundle directly contains individual transactions in addition to its Child Envelopes. This is allowed by Principal Plan and the warning indicator can be turned off in settings. However, if this was not intended and the transactions should be in a Child Envelope, this can create some confusion.

To view the misplaced transactions, open a ledger for the Bundle (in the example, Clothing). The ledger will contain all the Bundle's and its descendant's transactions. Click the Edit Filter button and uncheck "Include Descendant Envelopes."

Turn-off-desc.png

The ledger should now display only the transactions that are directly in the Bundle. You can edit them and assign them to the correct Envelopes.

No-desc-env.png