Top Up And Funding
Top Up adds money to a specific envelope. Funding is the broader area for connected banks, transfer history, schedules, and automation.
Connect a bank
Section titled “Connect a bank”- Go to Funding or Banking.
- Choose Connect Bank Account.
- Complete the Plaid connection flow.
- Select the account you want to use.
- Confirm that the bank appears under Funding Sources.
If the bank connection does not start, finish identity setup in Banking first.
Top Up an envelope
Section titled “Top Up an envelope”- Choose Top Up.
- Select the envelope.
- Choose a preset amount or enter a custom amount.
- Choose the connected funding source.
- Confirm.
- Check transfer status and the envelope balance.
Smart funding and automation
Section titled “Smart funding and automation”Funding settings may include:
- Funding only what envelopes need.
- Funding full budget amounts.
- Scheduled auto-funding.
- Paycheck detection after enough deposit history exists.
- Transfer history and retry status.
Use automation only after your bank connection and envelopes are correct.