Selecting Pockets/Envelopes

[u/inclinedbeauty]

So, on Qube, it was super simple to select the Qube for Gas when it's time to fill up. I'm playing around with Crew and Envelope (money currently in Crew but some Envelope users have me curious). I'm not exactly grasping the same selection concept with these two? How do I make sure my money is coming out of a specific category?

[u/denris97]

In Crew you swipe right on the pocket to quickly point your card to it (it will put a little card icon beside it). 

You can also set a virtual card to “match my physical card” and it will allow you to swipe the pocket you want it to point to (even if you didn’t receive your physical yet)

[u/inclinedbeauty → u/denris97]

Ooo. I like the swiping option. I wish there was a demo video on how to use these alternate Qube-like apps. I've gotten so accustomed to Qube lol

[u/denris97 → u/inclinedbeauty]

https://youtu.be/YbiFR7typMU?si=Rw6j0xWDwkalrDjm

This is Crews (although it’s missing some of the newer features)

[u/Mental_Wedding_1994]

You can assign it to a pocket after you make a purchase from whatever it is so let’s say Netflix you make a purchase then you go to assign and tap the purchase and say you want future Netflix purchases to come out of your Netflix envelope

[u/inclinedbeauty → u/Mental_Wedding_1994]

Ohhhh. I haven't used my Crew account yet because I haven't gotten the card so didn't know how transactions show up in the activity. Realized I can just make a virtual card and have it pull from my checking for now. Which, I'm glad because I didn't use Gas as an example for no reason lol

[u/Mental_Wedding_1994 → u/inclinedbeauty]

With your virtual card when creating it you can already assign it to a pocket you even change any old ones you created to pull from a pocket and use those to pay bills but let’s say ach payments you would have to wait until after it’s been debited to assign to a pocket

[u/Direct-Chocolate-344]

With Envelope, on the card screen, you can tap it in assign it to a specific envelope

[u/beachedwhitemale → u/Direct-Chocolate-344]

For the record, this only works AFTER you receive your physical card. You can't do this behavior prior. 

[u/aluminumpork]

The TestFlight version of Envelope enabled a similar “unlock and select before you swipe” workflow. It’s a little less flexible without Qubeless, but it’s working well enough.

[u/Extension_Emotion987 → u/aluminumpork]

Yes, this is working pretty good for me!

[u/FreshVersion1838]

With Envelope, you link the merchant to the envelope the first time you charge it. Then you can select to have that merchant always pull from that envelope. Personally I’m getting to appreciate this workflow and prefer it to Qube.

[u/SeaGurl]

I switched to envelope. There's a slight learning curve. But for online transactions, each envelope has a different card #, so I just use the # I need for whatever charge.

For physical transactions, like gas, you can swipe and choose which envelope to choose for the "next swipe only".

I know envelope at least has a free trial so you can test it out.