Dashboards: Balance alert widget

Keep an eye on your account balances and be alerted when they reach or exceed a chosen balance amount 🔔

Balance alert widget

The Balance alert widget lets you know when specific accounts or groups of accounts reach or exceed a specified balance amount.

Configuring the Balance alert widget

Choose whether the alert applies to a specific account or the sum total of the accounts selected.

Select the account(s) you'd like the alert to apply to or choose to include or exclude specific account types. For example, if you're setting an alert for when an account balance goes below $80, you'll want to exclude any account types that would usually have a negative balance, such as credit cards or loan accounts.

Set different balance alerts for different accounts or account types by adding additional balance alert widgets.