Alerts watch your account and pocket balances and flag when a condition you define becomes true. You define the rules once — WealthMgr evaluates them whenever you open the Alerts page.

Creating an alert

1. Go to Alerts in the sidebar.
2. Click Add alert.
3. Enter a name for the alert.
4. Add one or more conditions.
5. Click Save.

Alert conditions

Each condition checks a field on an account or pocket against a threshold:

Operators: greater than, less than, equal to, greater than or equal to, less than or equal to.

Example: Alert name “Emergency fund low”, condition: Emergency Fund pocket → allocatedAmount → less than → 5000.

Multiple conditions

When you add more than one condition to an alert, choose a logical operator between them:

• AND — all conditions must be true to trigger the alert.
• OR — any single condition being true triggers the alert.

Alert statuses

Each time WealthMgr evaluates an alert and it fires, it creates an alert status record. You can view statuses filtered by:

• All — every past and current status.
• Unread — alerts that fired and have not been acknowledged.
• Read — acknowledged alerts.
• Dismissed — alerts you have explicitly dismissed.

Click Mark read or Dismiss on any status row to change its state.

Evaluating alerts manually

Alerts do not run on a background schedule — they are evaluated when you open the Alerts page and click Check alerts. The button runs the evaluation against your current local database.

Editing and deleting alerts

Use the Edit button on any alert row to modify its name, conditions, or logical operator. Use Delete to remove the alert and all its status history.

Active vs. inactive alerts

Each alert has an active toggle. Inactive alerts are not evaluated when you click Check alerts. Disable an alert temporarily without deleting it.