Follow these steps to set up alerts in Budget Builder:
- Click on ‘Alerts.’
- Click on ‘Add an Alert’ to get started.
- Choose your alert type:
Spending Target Exceeded
Specific Store Purchase
- Enter the appropriate values as prompted (i.e. account, amount, percentage)
- Choose the alert Option(s):
All of your Budget Builder alerts will appear on the Dashboard once they have been triggered.
- 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.