- Tap the $0.00 to add funds quickly to your envelope.
- “Long press,” or tap and hold, the envelope to quickly access a menu of options.
- Click the name of an envelope to view the activity (funding and transactions) in that specific envelope.
- Transfer funds from one envelope to another using the "Transfer" option.
- Archive or Delete envelopes in the mobile app by swiping the envelope to the left. In the web app, you can archive or delete an envelope by clicking on the envelope then clicking the three dots in the upper right corner. Envelopes must have a balance of $0 in order to be archived or deleted, so you will need to transfer any funds in those envelopes to other envelopes before you archive or delete them. Archived categories will retain the funding and transaction history of that envelope, which you can view or add back to your envelope list at any time.
- Access your archived envelopes by clicking the three dots in the top-right corner of the Envelopes tab.
If you have questions about creating or managing your envelopes, please contact us at support@faithfi.com and we will be happy to help you.