On occasion, you may want to recategorize a transaction after it has already been paid below are the steps to follow to accomplish this:

  • Go to the selected Envelope

  • Click on the transaction you would like to move

  • Click on "Move"

  • Select new destination Envelope (only able to select Envelopes with sufficient funds

  • Click "Save"

Congrats, the transaction has been recategorized.

In the meantime; if you have any questions, please let us know.

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