You can send money to an external bank account by following these steps

  • Go to the Envelope screen

  • Click on Send

  • Select the $ amount

  • Decide from which Envelope you want to send by selecting the Origin Envelope

  • Then click on Bank Account in the top right

  • Then link your external bank account via Routing Number if you don't want to use Plaid

  • Or log in with Plaid to your external bank account

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