Add an external bank account, which will allow you to send money to and from this account, by following these steps:

  1. Login to your Envel Account

  2. Select Send on the Home Screen or Envelope Screen

  3. Enter an amount

  4. Select the Origin Envelope or Goal you would like the funds to be removed from

  5. Flip the switch at the top from Friends to Bank account

  6. Select the Linked Account to which you would like to send the funds. If you haven't linked any account, follow these instructions to link an external bank account

  7. Confirm the correct amount and external bank account, and select Send Money

You're all set! Please feel free to contact support@envel.ai with any questions or issues.

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