Mvelopes Customer Ideas

Funding Plan Name needs to be shown in the transfer record

I name each Funding Plan with the income source, and in M4 I could use this to check at a later date to confirm if I had used the correct funding plan. In M5 it only shows as "Envelope-Funding Transfer" so I have no way of connecting it to a particular Funding Plan.

  • Guest
  • Sep 26 2020
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  • William Peck commented
    9 Feb, 2021 11:02pm

    totally agree! This is a MUST HAVE. C'mon, man - it's right there when it's being funded ...