Set up budget alerts
Get notified when spending approaches or exceeds a limit, when a new transaction is added, or when a member joins a shared budget.
Global alert preferences
- 1Go to Settings → Alerts.
- 2Toggle In-app notifications and Email notifications as needed.
- 3Optionally enter a different Notification email.
- 4Set your Default threshold — the percentage that triggers an overage alert (default 80%).
- 5Click Save preferences.
Per-budget alert settings
Customise alerts for each budget individually under Settings → Alerts → Budget preferences.
| Alert type | Triggers when… |
|---|---|
| Overage alerts | Spending crosses your threshold percentage |
| Transaction added | A new transaction is logged |
| Transaction updated | An existing transaction is edited |
| Transaction deleted | A transaction is removed |
| Invitation alerts | Someone accepts or declines an invitation |
| Spending velocity | Spending is accelerating faster than usual |
| Category risk | A category is on track to exceed its limit |
| Weekly digest | A weekly summary email of budget activity |
If you share a budget with others, enabling transaction alerts is a good way to stay aware of what everyone is spending.
View and manage alerts
All alerts are in the Alerts page (bell icon → View all). Use the All / Unread filter, mark all as read, or click an alert to navigate to the relevant budget or transaction.
What's next