Settings Widget

The Settings Widget lets end users edit info about their profile, notification preferences, and transaction rules.

Profile: view and edit personal information

Notifications: manage your Accounts, Budgets, and Insights notifications

Transaction Rules: view and edit transaction rules

Help: view FAQs or request support

Configurations

You can choose to disable any of the following tabs:

• Profile
• Notifications
• Transaction Rules
• Help

Several tabs can have specific fields disabled.

Profile

Configurable fields:

• edit email address
• edit SMS (mobile phone number)

Notifications

Configurable fields:

• Email notifications
• SMS notifications
• In-app notifications

You can also control which notification type options appear. See the notifications page for a full list of available notifications.

Change Your Password

1. Select the settings icon.
2. In Profile, enter a new password in New Password, then enter it again in Confirm New Password.
3. Select Save Password.

Customize Your Notifications

You can set whether you receive text or email notifications and choose which kinds of events you receive notifications for.

1. Select the settings icon in the top right of the window, then select Notifications.
2. Make sure the email address is correct. If you want to receive text message notifications, enter your phone number.
3. In Channels, use the toggles to set whether you want to receive email notifications and SMS notifications.
4. In Budgets and Accounts, use the toggle to turn notifications on or off for individual events.
5. For each event, you can choose to receive only email notifications, only SMS notifications, or both. To do so, select Edit, then select/deselect Email or Text.