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July 21, 2025 Money Management

Setting Up Money Management Notifications  

Written by:
Baylor Cox
Reviewed by:

Stay on top of your finances with alerts for key events. Before receiving notifications, you must verify your email or mobile number

Verifying Your Email 

  • Select the bell icon. 
  • Click Verify (top right). 

Managing Notifications 

  1. Select the bell icon. 
  1. Select the settings icon in Notifications and make your changes: 
  1. Choose how to receive notifications (email or text). 
  1. Check or uncheck notifications to enable or disable them. 
  1. Select the accounts used for specific notifications. 

How Notifications Work 

  • Notifications are sent nightly after account updates. 
  • Budget alerts are grouped into one email. 
  • Other alerts are sent separately. 
  • Sensitive alerts are only sent to verified emails.