Get alerts when you overspend

Budget alerts tell you when what you spent reaches a percentage of what you planned. You can set one for the whole budget and others for single categories. An alert is sent once each time a threshold is reached in a period.

Before you start

You need an active budget period. See Create a budget period. Alerts are set in the mobile app.

Steps

Mobile

1. Tap More, then tap Budget Alerts.
2. Under Overall Budget Marker 1, turn on Enable Alerts.
3. Move the Alert Threshold to the share of your budget at which you want to be told. For example, at 80% you hear when you have spent 80% of it.
4. Choose how to be told: Push or Email.
5. For one category, tap Add Category Alert under Category Alerts Marker 2. Choose the category, its threshold and how to be told, then save.
6. Tap Save.

What you see

You are told when your spending in a period reaches the threshold, by the channels you chose. Amounts in other currencies are converted to the currency of the period before they are compared.

Related

Set up a monthly budget that warns you.