Skip to main content
All CollectionsCashflow
How to set up balance drop notifications?
How to set up balance drop notifications?

Set notifications to receive an email alert when your account balance drops below your specified threshold.

Updated over a month ago

Setting Up Notifications

  1. Access the notifications: Click on the notifications option in your account settings.

  2. Enter the threshold: Input the balance amount at which you want to be alerted.

  3. Save your settings: Confirm the thresholds to complete the setup.

Managing Multiple Accounts

If you have several accounts within the entity:

  • Repeat the process: Set individual notifications for each account by following the same steps.

User-Specific Alerts

  • Personalized notifications: Only you receive the email alert for notifications you set up.

  • Threshold conditions: Ensure the entered threshold is lower than the current balance; otherwise, no alert will trigger.

💡 Tips

  • Verify the threshold amount against your current balance.

  • Set notifications only on accounts where you need monitoring to streamline your cashflow management.

FAQ ❓

Why am I not receiving email alerts?

Ensure that you have set a threshold lower than your current balance; the notification only triggers when the balance drops below your specified amount. Also, remember that alerts are sent only to the email of the user who set the notification.

Can I set notifications for multiple accounts?

Yes, you can configure separate notifications for each account by repeating the setup process in each account's settings.

What happens if I set the threshold higher than the current balance?

The notification will not trigger because the alert condition is designed to activate only when the balance goes below the threshold.

Did this answer your question?