Notifications

Configure email and in-app notification preferences.

Email Notifications

  • Budget Alerts — Get emailed when a budget hits its warning threshold or is exceeded.
  • Recurring Alerts — Notification when a new recurring transaction is detected.
  • Weekly Summary — A weekly email digest of your spending and budget status.
  • Monthly Summary — End-of-month financial recap.
  • Product Updates — News about new features and improvements.

In-App Notifications

In-app notifications appear as a badge on the bell icon in the top bar. Clicking opens the notification panel.

  • Budget Exceeded — A budget has gone over its limit.
  • Budget Warning — A budget is approaching its limit.
  • Recurring Found — A new recurring transaction pattern was detected.
  • Large Expense — A transaction above your threshold was recorded.
  • Income Received — A deposit was detected in a linked account.
  • Savings Goal — A child's savings goal has been reached.
  • Subscription Check — Periodic reminder to review active subscriptions.

Per-Budget Overrides

Each budget can override the global notification settings. Use the Advanced section in the budget editor to set custom warning percentages and toggle email alerts per budget.