Category: My Settings & My Alerts

This is any email address where you can receive emails.  You require this email address to register your account and to log in to your account.

You set your own security question that only you will know the answer you will set for this question. Security questions should have answers you can remember easily.

You set your own answer to the security question you have set and only you will know the answer you have set. Security questions should have answers that you can remember easily.

When you have add the number of days to receive an alert and ticked this box for this alert, you will receive the reminder by email at the frequency you have set.

If you wish to be reminded to import your transactions from your bank account on a regular basis, add the number of days for the frequency you wish to be reminded.  If you wish to be reminded every 7 days, add 7 in this box. If you do not wish to be reminded to import, simply […]

In My Settings, you can change your password anytime by typing in a new password into the Password box, re-typing your new password into the Confirm Password box and clicking the Submit button.  Passwords are case sensitive. Make sure you remember your password as we do not have access to it.  However if you do forget […]

This alert will send you a reminder when a bill is overdue by the set number of days.  If you wish to be reminded if a bill is 5 days overdue for example, add 5 in the box.  If you do not want a reminder, simply leave the box empty. Overdue reminders are helpful for […]

This alert will email you a list of all your bills due to be paid next month including the Bill Names, their Due Dates and the Total amount of these bills.  If you wish to receive the email for example 14 days before the start of each month, add 14 in the box. If you do […]

This alert will send you a reminder a number of days in advance of when your Projected Bank Balance in your Cash Flow Forecast will be a Debit balance.  If you want a reminder for example 30 days before your Projected Bank Balance will be a debit balance, add 30 in the box.  If you […]

This alert will send you a reminder in advance of the date the bill is due to be paid.  If you want a reminder 7 days before the Due Date, put 7 in this box.  If you do not want a reminder for any particular bill, simply leave the box empty. Alerts are not usually […]