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

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Configurations

You can choose to disable any of the following tabs:
  • Profile
  • Notifications
  • Transaction Rules
  • Help
Several tabs can have specific fields disabled.
Configurable fields:
  • edit email address
  • edit SMS (mobile phone number)

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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.

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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.