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This month we are very excited to release a new feature in Moneysoft – Alerts.
Moneysoft Alerts are a great way to keep on top of your finances and be notified by email when something isn’t right.
To see your Moneysoft Alerts, login to Moneysoft as normal, click MY (top right hand side) and select ALERTS.
To enable an Alert, select the Alert and then click the ‘X’ symbol.
Alerts are run daily, once your accounts have been refreshed.
Currently, we have the following Alerts:
Select 'No Thanks' under Moneysoft Emails and all alerts will be disabled.
To enable an Alert, select the Alert and then click the ‘X’ symbol.
Alerts are run daily, once your accounts have been refreshed.
Currently, we have the following Alerts:
- Over Budget
- Large Transaction Amount
- Budget Not Set
- Account Error
- Duplicate Accounts
- Exceed Category By Amount
- Exceed Sub-category By Amount
- Last Transaction Refresh
- Upcoming Event
- No Events set
- No Goals set
- Goal Contribution
Select 'No Thanks' under Moneysoft Emails and all alerts will be disabled.
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