A balance alert is an alert that is issued when the balance for a specified account goes either above or below a certain threshold that has been set for that account. You can perform the following tasks when working with balance alerts:
When adding a balance alert, you must specify the account that you want the alert set for and the thresholds at which you want the alert to be issued.
To add a balance alert:
Select the account you want to add the alert for.
Type a dollar value in the goes below box. An alert is sent to you if the balance in the selected account goes below the value you entered.
Type a dollar value in the goes above box. An alert is sent to you if the balance in the selected account goes above the value you entered.
Click the radio button to choose how often you want to be notified of an alert condition. This can be either one time only, in which case you only receive one alert regardless of how long the alert condition is present, or once per day in which case you are sent one alert per day, for each day that the alert condition is present.
Click Save. The new alert is shown in the Current Balance Alerts list.
You can edit an existing balance alert to change the account or either of the threshold levels that determine when an alert is issued.
To edit an existing balance alert:
Click the Edit icon beside the alert in the Current Balance Alerts list. The information for that account appears in the Add/Edit Alerts: Balance Alertarea of the page.
To change the account that is being monitored, select another account name from the Account list.
If necessary, type a new dollar value in the goes below box. An alert is sent to you if the balance in the selected account goes below the value you entered.
If necessary, type a new dollar value in the goes above box. An alert is sent to you if the balance in the selected account goes above the value you entered.
Click the radio button to choose how often you want to be notified of an alert condition. This can be either one time only, in which case you only receive one alert regardless of how long the alert condition is present, or once per day in which case you are sent one alert per day, for each day that the alert condition is present.
Click Save. The alert is modified and the updated information is shown in the Current Balance Alerts list.
To delete a balance alert, click the Delete icon beside the alert you want to delete. The alert is immediately deleted and the Current Balance Alerts list is updated.