Mvelopes Customer Ideas

Edit custom funding plan

Currently you can create a custom funding plan, but you can't edit it once it is created

  • Mark Finzel
  • Sep 24 2020
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  • Lisa Ellis commented
    28 Oct, 2020 10:46pm

    I had to open a support ticket to get the answer, but Drew has the right answer. I've asked them to add this to the support documentation, and yes, they really should make it available on the Monthly Funding Plan screen.

  • Elizabeth Horton commented
    24 Sep, 2020 06:57pm

    Do no under any circumstances change or edit your income source though or it will completely DELETE your funding plan! This is a horrible horrible way to function and not at all how Mv4 was. ANY change no matter how minor to your income will delete your funding plan. Also you can't export or print your funding plan so you can't even save it to use to recreate your funding plan when you need to make a change to your income which happens regularly due to withholdings changing and raises etc. I am SO glad I at least discovered this before I lost everything which is hours and hours of work

  • Drew Clauson commented
    24 Sep, 2020 06:15pm

    I thought the same thing -- However, I just figured out how to edit them, it's just not obvious. You have to click go to Inbox - > Fund Envelopes -> Use Funding Plan - > Select Profile -> Select a profile -> The edit/delete icons appear.

    However, I agree, it should be editable on the Monthly Funding Plan screen.