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How to Archive and Unarchive a card – Mobile App

Archiving

  • Go to MyFINANCIALS. Click here if you don’t know how.
  • Choose the category from the colored boxes.
  • Once within the correct category, swipe the card you intend to archive, to the left.
  • Tap on the File box that appears after swiping left.
  • If needed, tap on the date to modify the “Archive Date.”
  • Finally, tap on “Archive” to complete the archiving process for the card.

Unarchiving

  • Go to MyFINANCIALS. Click here if you don’t know how.
  • On the Financial Dashboard, on the boxes under “MyFINANCIALS,” tap “Archived“.
    – If you do not see the Archived category, drag the colored boxes to the left until you see “Archived“.
  • Once within the Archived category, tap on the card to be unarchived or restored.
  • Tap “Restore Card” to Unarchive the card.

 

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