Assign money to envelopes

Open Assign and pick the month you are funding. Each envelope shows how much you put in this month (Assigned), what you spent (Activity), and what is left (Available).

Assign screen with envelope list and detail pane for funding envelopes and editing goals. — Assign — fund envelopes and set goals in one place.

Select an envelope (or use the Assigned field in the list on a large screen).
Enter how much to put in for this month.
Watch Ready to Assign shrink as you place money.
Use Quick assign when you want a head start — cover goals, trim overfunding, or copy last month’s pattern.

Available is what you can still spend in that envelope. Green means you are covered; red means you have spent past what you assigned (cover it from another envelope or assign more).

Once envelopes are funded, head to Transactions to log spending against them, or set up a goal for envelopes that need saving over time.