Alerts
Alerts watch your account and pocket balances. You define conditions once, then trigger evaluation with a single manual check. Each firing alert produces an in-app status entry you can review later. There are no push or email notifications — everything lives on the Alerts page.
Creating an alert
- Open Alerts in the sidebar.
- Enter a name for the alert in the form at the top of the page.
- Add one or more conditions linking an account (required) with optional pocket, field, operator, and value.
- Choose AND or OR between conditions and click Create.
Alert conditions
Each condition picks an account (always required), optionally a pocket within it, a field to monitor, an operator, and a numeric value.
| Field | Where it applies | What it measures |
|---|---|---|
| balance | Account level | The current balance of the account |
| Allocated Amount | Pocket level | The allocated amount stored in the pocket |
| Target | Pocket level | The target amount set on the pocket |
| Relative Balance % | Pocket level | The pocket’s allocation as a percentage of its target |
Operators: > (greater than), < (less than), = (equal to), ≥ (greater than or equal to), ≤ (less than or equal to), ≠ (not equal).
Example: Alert name “Emergency fund low”, condition: select the Emergency Fund pocket → field Allocated Amount → operator ≤ → value 5000.
Multiple conditions
With more than one condition, choose how they combine:
- AND — all conditions must be true for the alert to fire.
- OR — any single condition being true triggers the alert.
Evaluating alerts
Alerts do not run on a background schedule. Click Check Now on the Alerts page to evaluate every active alert against your current local database state. Each condition compares the selected field (account balance or pocket value) against the threshold using floating-point tolerance of 1e-9 for equality checks. If the first condition joins with OR, any-match fires; otherwise all conditions must match.
A known limitation: the evaluator reads account balance and pocket allocatedAmount regardless of which field you selected — “Target” and “Relative Balance %” appear in the dropdown but do not affect evaluation today.
Tip
Triggered alerts
Every time an alert fires, a triggered-entry record is created with a snapshot of the condition values that caused it. View statuses filtered by:
- All — every past and current firing.
- Unread — fired but not acknowledged.
- Read — acknowledged.
- Dismissed — explicitly dismissed.
Change a status by clicking Mark read or Dismiss on the row.
Active and inactive alerts
Each alert has an active toggle. Inactive alerts are skipped during Check Now. Disable an alert temporarily without losing configuration or history.
Editing and deleting alerts
Click Edit on any alert row to change its name, conditions, or logical operator. Click Delete to remove the alert. Note: historical triggered entries for the alert may remain in the database even after deletion.