You can use the Budget Tracker tool to track and receive alerts against a budget amount, when you pay as you go.

Please note if you use a Deposit Account you can still use Budget Tracker in combination; however, we do recommend using deposit alerts instead.

To Create a new Budget Tracker: User-added image User-added image

You will need to fill in the following fields and click on the "Save" button:

Tracker Name - Type in the name for your Budget Tracker
Purchase Types - Select desired purchase types
Budget Amount - Specify the amount for your budget
Fund Code - Select Existing, New, or None
Alert Amount - Specify a remaining balance amount to activate the Low Budget alert emails once this amount is reached
Alert Recipients - Add recipient's email address where the alerts will be sent to. If you would like to enter multiple emails, separate each with a comma
Tracker Reports - Select desired frequency of emails