Mvelopes Customer Ideas


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit MV-I-702 Change date of manually created events (funding, sweep, etc.).

Transfer between envelopes to have notes and ability to change the date Merged

Who knows why I transferred to a different envelope months down the road? And to adjust the date to the previous month to balance the envelopes at the end of the month.

  • jacki poulin
  • Feb 4 2021
  • Planned
  • Wes Shelnutt commented
    22 Jul, 2021 05:26pm

    This request duplicates 2 other requests. We are currently working on the change dates feature, and will also be considering the issue of displaying notes in the future.

  • Guest commented
    8 Jul, 2021 08:05pm

    The notes field is in the mvelope transfer function for a reason. It's been turned off in the newer version so you can never see what you entered into that field once the transfer is saved.

  • Elizabeth Horton commented
    3 Mar, 2021 04:35am

    Jason Roysdon that is incorrect. I think you may be mistaken and think she is talking about regular transactions where you can see the notes field if you go to edit. She is talking about Envelope Transfers Transactions. This has been previously brought up. Envelope transfers have a note field when you are making the transfers, but it can never been seen or referred to again. It disappears into a black hole and is pointless because you can't ever refer to it. Not in any screen, not even in the edit mode can you see the notes field on an Envelope Transfer Transactions ever again after making the notation.

  • jacki poulin commented
    7 Feb, 2021 04:06pm

    I'm on the web version and I don't see any notes field

  • Guest commented
    4 Feb, 2021 11:43pm

    The web version has a Notes field. It just needs to be extended over to the SmartApp version.