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Income flows to To Be Allocated. Expenses pull from envelopes.
Transaction Details
Type
expense
income
Date
Amount
Positive number. Sign comes from type above.
Merchant
Description
Account *
Choose account…
Apple Card · Credit
Apple Savings · Savings
Arvest - Bills · Checking
Arvest - JHT Labs · Checking
Fidelity · Invest
The Standard 401(k) · Invest
Envelope *
Choose envelope…
Amazon Prime
Apple Card Payment
Auto Maintenance
AWS
Birthday - Hannah
Birthday - Jameson
Birthday - Perry
Birthday - Taylor
Buffer
Car Insurance
Christmas
Clothing
Conway Corp
Dining Out
Disney+
Emergency Fund
Entertainment
First Security Loan
Gas
Gifts
Google Drive
Groceries
HOA Fees
Home Maintenance
Household Supplies
JHT Labs
Kid Toys
Kindle
Last Pass
Lincoln Life
Medical
Mortgage
Netflix
OpenAI
Paramount+
Peacock
Perry Lunches
Personal Property Tax
Pet Food
Phone
Retirement
Spending Money - Hannah
Spending Money - Perry
Spotify
Summit Utilities
Tax Prep
Termite Contract
Tithe
Utilities
Vehicle Registration
Vet Visits
Work Related
Expense pulls from this envelope.
+ Split across envelopes
Notes
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