Difference between revisions of "Envelope List"

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==Start Topic ==
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==Envelope List==
  
This wiki topic has not yet been started. If you have a specific question, please e-mail us.
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[[File:Envelope-warning.png]]
  
==What you can do==
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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.
  
* Check back later
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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."
  
* [mailto:help@bit.bm 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]]
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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]]

Revision as of 08:43, 21 February 2021

Envelope List

Envelope-warning.png

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.

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."

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