Select a fund

While your transaction is processing, it may not match to the correct fund right away. To make sure your transaction draws from the right balance, follow these steps:

  1. Visit the Activity section of the Level App. 
  2. Select your transaction. 
  3. In the Funds section of your transaction, find the auto-assigned fund. If it doesn’t look right, select Edit.
  4. Select the Fund you’d like to use. You can choose between all Funds that were active with a balance greater than zero at the time of the transaction. 

If your transaction can’t be covered by the fund you selected, you’ll get a notification. Level will choose the appropriate balance to fund your transaction based on your plan’s coverage rules.