How To Guides

Getting Started

• 1. Select a System Type
• 2. Create Accounts
• 3. Create & Edit Envelopes
• 4. Manage Transactions

Envelopes

• What is the "Envelope System" of Money Management?
• The Envelopes Screen
• How Do Envelopes Work in the FaithFi App?
• Editing the Envelope Name
• Funding Your Envelopes
• What if I Can’t Fund all of the Envelopes with my Available Money?

See all 8 articles

Transactions

• Transactions CSV Upload
• What Transactions Will I See in the FaithFi App?
• When Will Transactions Appear?
• How Do I Manage Unassigned Transactions?
• Can the FaithFi App Auto-Categorize Transactions?
• Why Are Some of My Transactions Not Auto-Categorizing Correctly?

See all 10 articles

Plans

• Income Plan Allocation
• What is a Plan?
• How to Create a Plan
• Viewing Your Plan’s Schedule & History
• How to Auto-Fund Your Envelopes From Your Plan
• If I Change My Plan Does it Impact the Funding of the Envelope?

Accounts

• Adding a Connected Account
• Creating a Manual Account
• Reconciling Accounts
• How Do I Transfer Money Between Accounts?
• Convert a Connected Account to a Manual Account
• Managing Your Accounts

See all 9 articles

Credit Cards

• How Credit Cards Work in the FaithFi App
• I Have Two Credit Card Payment Transactions; What Should I Do?
• How do I Track Credit Card Transactions Manually?
• Why Does My Credit Card Envelope Show a Negative Balance?
• What if I Make a Big Purchase on My Credit Card That I Plan to Pay Off Over Time?

System Types

• Changing Your System Type
• Choosing a System Type