Managing Alerts: 

  • Use the toggle switch to enable or disable each alert
  • Click "Edit" to choose how to receive alerts, to choose which accounts will be tracked, and/or to change the amount at which alert is triggered (account alerts only).



Alert Definitions:

Exceeded Budget: 

  • Triggered any time spending in a category exceeds the budgeted amount. Example: You have exceeded your Food & Dining budget by $12.

Projected to Exceeded Budget:

  • Triggered any time spending in a category is projected to exceed the budgeted amount.

Low Account Balance:

  • Triggered any time an account falls below an amount specified by the user. Example: An account balance falls below $100

Large Deposit: 

  • Triggered any time there is a deposit above an amount specified by you. Example: An income transaction of $1,500 occurs.

Large Expense: 

  • Triggered any time there is an expense transaction above an amount specified by you. Example: A large expense over $400 occurs.

Fee Charged:

  • Triggered any time there is a transaction categorized within "Fees & Charges: