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


2. Tap the Settings icon in the top right corner


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


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


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

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