Alerts

Available onAndroidiOSWeb

Alerts warn you when an account's balance is getting too low or a credit card's spending is getting too high, so you can act before it becomes a problem.

Each account has one alert, set on its Account details screen:

• Balance alert: for checking, savings, investment and cash on hand accounts.
• Spending alert: for credit card accounts.

Set up an alert

1. Open the account from the Accounts tab.
2. Scroll down to Balance alert (or Spending alert on a credit card) and turn it on.
3. Tap the amount and enter your threshold.

Balance alert

Set the minimum balance you don't want to drop below. The app warns you when the balance gets close to that amount and again when it falls below it, so you have time to move money in or hold off on spending and avoid an overdraft.

The warning appears as a banner at the top of the account's details screen and under the account in your account list, for example "Balance is below the minimum threshold of $1,400.00".

Spending alert

On a credit card, set the most you want to owe on the card. The app warns you when the card's spending is approaching that amount ("Spending is approaching the threshold of …") and when it goes over ("Spending threshold of … exceeded"), helping you stay within your plan.