The Email Alerts system lets you set up alerts based on various tools on the site. If the conditions you set are met, you'll receive an email letting you know. This is a great way to be notified if you're getting close to reaching a budget or you drop below a certain amount in an account. When this happens, you'll receive an email alert letting you know so you can take action if needed.
Tools currently supported by the Email Alerts:
The email alerts work best if you have your transactions synced by connecting ClearCheckbook to your banks. You can learn more about connecting to your bank in the GeneralSync with BanksConnecting to your Bank Knowledge Base article.
The alerts are set up so you won't receive redundant emails each day if the alert is still supposed to trigger. There is a minimum delay of three days between emails for each individual alert and then the value must change by at least 10% for the alert to send again.
Add a new alert
To add a new alert, click on the blue + Add New Alert button at the top of the Email Alerts page. This will bring up a form where you can choose the type of alert, the trigger value and enter a note about the alert.
The different options when adding an alert are listed in the table below
This select box lets you choose the type of alert you would like to create. The options are: Balance, Budget or Saving Goal
Account / Budget / Saving Goal
Depending on the Type you select above, this option will change to show you your accounts, budgets or saving goals so you can select the one you want to set up an alert for.
When value is
You can select to be alerted when a value is greater than or less than the amount you choose.
An optional note to help you remember what this alert is for.
Edit an existing alert
To edit an existing alert, click the pencil icon at the right side of the alert you want to edit.
Edit Alert button
The edit form that pops up lets you change the value and note.
Edit Alert form
Delete an alert
To delete an alert, click the delete icon at the right side of the alert you want to remove.