Notifications warn you before a bill is due, when an income is late, when a budget is exceeded and when a goal is reached. For each type, you choose how you want to be told. The point is not to depend on opening the system to remember what is due today.
Marina wants household bill reminders on WhatsApp and prefers the budget warning only inside the app.
Who gets them
The configurable notification types are part of the Pro and Enterprise plans and are unlocked during the trial. On Starter, they show on the screen with a badge saying they require Pro. The monthly report and loan reminders belong to companies and require Enterprise.
The types of alert
- Expenses due — three days before, on the due date and when the bill is overdue.
- Incomes due — the same three moments, for what you are owed.
- Credit card statement — when the statement closes and the due date approaches.
- Budget exceeded — when a category goes over its monthly cap. Personal space only.
- Goal reached — when a contribution brings a goal to its amount. Personal space only.
- Loan installment and Company monthly report — companies only.
Due-date reminders go out in the morning. If several bills are due on the same day, they arrive in a single summary instead of one alert per entry.
Choose the channels
In the personal space, open Settings › Notifications. The notification types table has one row per type and one column per channel:
- Email — on by default.
- In-app — shows on the bell and on the notifications page. On by default.
- Browser — a browser push notification, even with the system closed. It starts off: use Enable on this device and allow it when the browser asks. It works per device. On iPhone, push only works after you add the system to the home screen.
Marina turns off email for Budget exceeded and keeps only In-app.
The WhatsApp block is an extra channel, also from the Pro plan up. Turn it on, enter the Contact name and the Phone with country and area code, and click Save WhatsApp. While it is on, expense and income due reminders, and loan installment reminders in a company, also arrive on WhatsApp, alongside the channels in the table.
In a company
Each company has its own settings, under Settings › Notifications inside it, and only the owner can change them. A company's alerts do not go to anyone's personal email:
- The Company email receives email alerts. Left blank, the company gets no email.
- The Company WhatsApp is a number separate from your personal WhatsApp.
- The company's push and in-app alerts go only to the owner. Members do not receive them.
In Marina's company, the email is finance@estudioaurora.com and the WhatsApp is the phone of the partner who pays the bills.
The notifications page
The bell at the top and the Notifications menu item take you to the list of in-app alerts, with filters by type, status and period. There you mark a notification as read, mark all as read or clear them all. Alerts show up right away, without reloading the page. Alerts older than 90 days are deleted automatically.
Where this shows up in the rest of the system
- Expenses and Income — the due date decides when the reminder goes out.
- Card statements — closing and due dates trigger the statement alert.
- Budget and Goals — trigger the exceeded and goal-reached alerts.
- Loans — the company's installments trigger the loan reminders.
Where to go next
- Expenses and income (personal) — record the right due date so the reminder arrives on time.
- Budget — create the caps that trigger the exceeded alert.
- Wisebot — ask on WhatsApp what is due this week.
In short: in Settings › Notifications, pick email, app or browser for each type, turn on WhatsApp for due-date reminders and, in a company, set its email and number. Alerts arrive three days before, on the day and when overdue.