Notifications can considerably enhance your customer experience. Deciding what Notifications are essential as an Email or a Push Notification to your mobile device can be a game-changer with staying up-to-date with your finances.
Life seems to run at lightning-fast speed, and our Notifications will keep your finances at the top of your mind. By alerting you when your availability to spend is getting low, if you were charged a bank fee, or if you got paid (woohoo!), you'll always know where you stand. You can even customize some of your Notifications to meet your specific needs!
There are three different types of Notifications: In-Product, Push, and Email. In-Product Notifications cannot be disabled, however, the other two types can.
Note: Changes made to Notifications from the Web App will also apply to the Mobile App.
Hover over the menu on the left-hand side and select Settings.
Select Notifications.
Locate the Notification that you'd like to enable or disable.
To enable a Notification, click the associated icon so that it's highlighted; to disable a Notification, click the associated icon so that it's grayed out.
a. The envelope icon is for Email Notifications.
b. The square with 3 lines icon is for Push Notifications to the Mobile App.
Hover over the menu on the left-hand side and select Settings.
Select Notifications.
Locate the Notification that you'd like to customize and click Edit at the end of the Notification's description.
Make your customizations and click Save when done.
Note: Only certain Notifications can be customized, typically the ones that pertain to a dollar amount or a percentage.
To learn more about managing Notifications on the Quicken Simplifi Mobile App, please click here!
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