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):
    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.