Difference between revisions of "Envelope List"

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==Topic Unavailable==
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[[File:Envelope-warning.png]]
  
Sorry, your topic is not yet available.  
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This is a list of Envelopes with current balance and watchdog status. Double click an Envelope or Bundle to open a ledger.
  
We wanted to get the new version released as soon as possible, which has left much of the Wiki still incomplete. We're working every day to populate the topics.
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===Transactions In Bundle Warning===
  
==What you can do==
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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.
  
* Check back later
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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."
  
* [mailto:support@ncidea.com Send an e-mail to our support team] with your specific question. We can usually respond within a day or two.
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[[File:Turn-off-desc.png]]
  
* If you are an experienced Principal Plan user, you can contribute wiki content. Click the Edit Tab at the top if this page.
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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.
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[[File:no-desc-env.png]]

Latest revision as of 08:49, 21 February 2021

Envelope-warning.png

This is a list of Envelopes with current balance and watchdog status. Double click an Envelope or Bundle to open a ledger.

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