Follow these steps to set up alerts in Budget Builder:

  1. Click on ‘Alerts.’
  2. Click on ‘Add an Alert’ to get started.
  3. Choose your alert type:
    Account Balance
    Spending Target Exceeded
    Goal Progress
    Bill Reminder
    Large Transaction
    Specific Store Purchase
  4. Enter the appropriate values as prompted (i.e. account, amount, percentage)
  5. Choose the alert Option(s):
    Email
    Text Message
    All of your Budget Builder alerts will appear on the Dashboard once they have been triggered.
  6. Click ‘Add Alert’

 

Please keep in mind that there is often a slight delay between triggering an alert and receiving it, as we have to wait until a transaction is posted to send a related alert.