Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Notification Settings

Configure how and when you receive notifications

1

Access Notification Settings

Navigate to Preferences from the main menu and scroll to the Notifications section with the bell icon.

Step illustration
2

Email Notifications

Toggle Email Notifications to control whether you receive important updates via email.

When enabled, you'll receive emails about account activity, security alerts, and system updates

3

Budget Alerts

Toggle Budget Alerts to get notified when you approach or exceed your budget limits.

Alerts trigger when spending reaches 80% of budget (warning) and 100% (over budget)

4

Goal Reminders

Toggle Goal Reminders to receive reminders about your financial goals and target dates.

Reminders help keep you on track with your savings goals and upcoming deadlines

5

Weekly Reports

Toggle Weekly Reports to get weekly summaries of your financial activity.

Reports include spending totals, budget status, goal progress, and notable transactions

6

Save Notification Settings

After adjusting your notification preferences, click Save Preferences at the bottom of the page to apply your changes.