Manage Envelopes

Once you have more than a handful of envelopes, the Envelopes dashboard is where you’ll spend most of your time: reviewing balances, spotting overspending, and drilling into individual envelopes for detail.

The Envelopes dashboard with search, sort, and summary cards

The Envelopes Dashboard

List or grid view: toggle between a compact list and a card-based grid layout.
Search: filter envelopes by name as you type.
Sort: order envelopes A–Z, by highest allocated, highest spent, most remaining, or overspent first.
Show archived: a toggle to bring archived envelopes back into view alongside active ones.
Summary cards: Total Allocated, Total Spent, Remaining Budget, and the number of currently overspent envelopes across your whole budget.
Sidebar widgets: a Budget Health Score, your Top Spend envelopes, an Allocation Breakdown chart, and a Monthly Progress view, all computed from your current envelopes.

The Envelope Detail Page

Selecting an envelope opens its detail page, with:

KPI cards for Allocated, Total Spent, Remaining, Monthly Activity, and Average Spending.
A progress bar showing how much of the envelope’s allocation has been used.
Analytics cards: Largest Transaction, Top Account, Spending Frequency, and Average Transaction.
A full transaction table scoped to that envelope, with search, sort, pagination, and a Running Impact column showing the envelope’s balance changing transaction by transaction.
Modify, Archive, and Add Transaction actions, plus access to the permanent delete flow. See Delete an Envelope Permanently.

Reports

For a budget-wide view rather than an envelope-by-envelope one, the Spending by Envelope report breaks down spending across all your envelopes, and the Over-Budget Envelopes card on your reports dashboard highlights any envelope currently overspent.

Steps

Open the Envelopes page.
Use search or sort to find the envelope you’re looking for, or switch to grid view if you prefer scanning cards over a list.
Select an envelope to open its detail page for a closer look at its transactions and analytics.
Toggle Show archived if you need to reference an envelope you’ve previously archived.

Tips

Sort by “Overspent First” at the start of a review session so problem envelopes surface immediately.
Use the envelope detail page’s Running Impact column when you need to trace exactly which transaction pushed an envelope into overspent territory.
The Budget Health Score and related widgets are a quick gut-check: if it’s trending down, it’s usually worth a look at which envelopes are driving it.

Next Steps

When an envelope has outlived its usefulness, see Archive an Envelope to retire it without losing its history.

Manage Envelopes