Managing transaction alerts

These steps outline the processes for adding and managing transaction alerts.

1. Select the end-user profile avatar from the main Banno Online menu.
2. Select Settings.
3. In the Accounts area, select the primary financial institution that has the account you want to manage transaction alerts for.
4. Select the desired account.
5. In the Alerts and cards section, select the Transaction tab.
   
   

   

   
   
6. Choose a situation and follow the corresponding steps.

   Situation	Steps
   Add an alert	In the Transaction section, select + Add alert. Select Credit (deposit or earning) or Debit (withdrawal or fee), and then input an amount over which to generate an alert. In the Notify by field, select Email, Text, or In-app message. Select Add alert to save the alert.
   Edit an existing alert	Select Edit next to the transaction alert you want to edit. Change the options as desired, and then select Save to save the changes and return to the Alerts and cards section.
   Delete an existing alert	Select Edit next to the transaction alert you want to delete. Select Delete to delete the alert and return to the Alerts and cards section.