Frequently-Asked Questions : Alerts

Creating an alert from a transaction search

To create an alert from a transaction search, follow these steps:

  1. Navigate to an account.
  2. Search for a transaction or click on the description of the transaction you want to use.
  3. Click the ‘Create search alert’ link located to the right of the search bar.
  4. Edit the alert. (For more information on how to do this, see; Creating an alert: Steps 4-7)

    Note: This will go off whenever a transaction comes through from anything that would show up when you search this unless you specify otherwise.
  5. You can now view your alert in the under the Alerts tab.