Assistant & Alerts

Manage Notifications

Tune notifications so you get useful signals without extra noise.

Steps

Follow these steps

Read recent events, mark single items read, or mark everything read in one click.

Configure in-app and email delivery per notification type.

Temporarily disable all transactional emails if you need a quieter inbox.

Turn on the channels that support your planning rhythm and household coordination.

Tips

In-app alerts help without increasing email load.

As your workflow changes, notification preferences should change too.

Guide

Review one month at a time, compare planned vs actual results, and skip months you do not need to close.

Guide

Monitor milestones, streak progress, and completed financial habits.

Resources

Resource

Try a no-signup income, expense, and goal tracker.

Resource

Six-step setup with a reusable template.

Get Started

Set up your household and start planning in minutes.