How do I set a safe limit for an account in the Cash Flow Health tool?

  • Updated

To set a safe limit on any of your accounts, you’ll need to:

1. In Metrics, scroll to the Cash Flow Health tile and tap the tile to open

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2. Tap the Settings icon in the top right corner

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3. Tap on the account you’d like to set a safe limit for

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4. Enter your Balance safe limit and tap Set safe limit

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5. You’re all set. We will notify you if your balance drops below your safe limit for this account

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