Managing balance alerts

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

  1. View the Accounts section of the dashboard, or select Accounts from the main app menu.
  2. Select an account belonging to the primary financial institution.
  3. Select Manage alerts.
  4. Choose a situation and follow the corresponding steps.
    Situation Steps
    Add an alert
    1. In the Balance alerts section, select Add alert.
    2. Select Above or Below, and then input a dollar amount.
    3. In the Notify by section, select Email, Text message, or In-app message.
    4. Select Add alert to save the alert and return to the Manage alerts screen.
    Edit an existing alert
    1. In the Balance alerts section, select Edit next to an existing alert.
    2. Change the options as desired, and then select Save to save the changes and return to the Manage alerts screen.
    Delete an existing alert
    1. In the Balance alerts section, select an existing alert.
    2. Select Remove to delete the alert and return to the Manage alerts screen.
Parent topic: Alert management