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Set Up Budget Alerts

Below the video you will find step by step instructions on how to set up budget alerts on your account.

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Written by Gifted
Updated this week

How to Set Budget Alerts:

Are you looking to stay on top of your budget and avoid overspending? Setting budget alerts on your dashboard can help you do just that. Follow these simple steps to set up budget alerts and keep your finances in check.

Step 1: Select the Budget Tab

To get started, navigate to your dashboard and look for the Budget tab on the left side of the screen. Click on it to access your budget settings.

Step 2: Access Budget Alerts

Once you are on the budget page, look for the Actions pull-down menu and select Budget Alerts from the options.

Step 3: Add a New Budget Alert

Click on the Add Budget Alerts button to create a new budget alert.

Step 4: Choose Your Budget

Next, select the budget for which you want to set the alert. This will ensure that you receive notifications when you are close to reaching your budget limit.

Step 5: Save Your Changes

Once you have selected your budget and set the alert, click on the Save button to save your changes.

Congratulations, you have successfully set up a budget alert on your dashboard. Now you can stay on top of your spending and avoid going over budget.

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