Setting the Budgeting Method

    Select My Finances → Settings in the left vertical menu.
  • If the menu is not visible, click the menu icon in the top-left corner.
  • In the mobile app, tap the menu icon in the top-left corner, then select Settings.
    Make sure the Budget Settings (Budget Name) tab is selected.
    Under the Budgeting section, next to Budgeting Method, select either Envelope Budgeting or Zero-Based Budgeting.

You can switch between budgeting methods at any time.