Alerts

Alerts watch your account and pocket balances. You define conditions once, and WealthMgr re-evaluates them automatically as your data changes — 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

1. Open Alerts in the sidebar.
2. Enter a name for the alert in the form at the top of the page.
3. Add one or more conditions linking an account (required) with optional pocket, field, operator, and value.
4. 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.

Liability accounts (credit cards, loans) cannot be alert targets. Under the negative-owed balance convention, balance-threshold conditions on them are meaningless — a “balance below X” alert would fire forever on any card carrying debt — so liability accounts are excluded from the account picker and rejected if a save ever attempts one.

Operators: > (greater than), < (less than), = (equal to), ≥ (greater than or equal to), ≤ (less than or equal to), ≠ (not equal). Equality and inequality compare with a floating-point tolerance of 1e-9.

Example: Alert name “Emergency fund low”, condition: select the Emergency Fund pocket → field Allocated Amount (remaining) → operator ≤ → value 5000.

A condition that cannot be evaluated — its account or pocket no longer exists, or Target / Relative Balance % on a pocket with no target set — counts as not fired. Alerts never fire spuriously on missing data.

Multiple conditions

Each condition after the first joins the ones before it with its own AND / OR connector. AND binds tighter than OR: conditions split into groups at every OR connector, each group is ANDed internally, and the alert fires when any one group is fully true. For example, A AND B OR C AND D fires when A and B are both true, or when C and D are both true.

Evaluating alerts

Alerts evaluate automatically — there is nothing you need to trigger by hand. Every change to your data (adding a transaction, adjusting a pocket, running an import or a sync) schedules a check that runs about 1.5 seconds after your last change, so a burst of edits results in a single evaluation. Automatic checks run on every plan, including the free tier.

If you want an evaluation right now, click Check Now on the Alerts page. Either way, every active alert is evaluated against your current local database state, comparing each condition’s selected field — account balance, pocket allocated amount, pocket target, or relative balance % — against its threshold.

Triggered alerts

When an alert fires, WealthMgr records a triggered entry with a snapshot of the condition values that caused it. Firing is deduplicated: while an alert has an open (not-dismissed) triggered entry, it counts as still firing and further checks add no new entries for it. Dismiss closes the entry and re-arms the alert — if the condition is still true at the next check, a fresh entry appears. Mark Read acknowledges an entry without re-arming it.

Triggered entries appear in the Triggered Alerts list, which refreshes as automatic checks record new firings — no reload or manual check needed. Filter the list by:

• All — every entry, including dismissed ones.
• Unread — fired but not acknowledged.
• Read — acknowledged, not dismissed.
• Dismissed — explicitly dismissed.

Change an entry’s state by clicking Mark Read or Dismiss on its row.

Active and inactive alerts

Each alert row has a Disable / Enable button. Inactive alerts are skipped by every check, automatic and manual alike. Disable an alert temporarily without losing its configuration or history.

Editing and deleting alerts

Click Edit on any alert row to load it back into the form, change its name, conditions, or connectors, and click Update. Click Delete to remove the alert: its conditions and all of its triggered entries are deleted along with it — triggered history is not kept for deleted alerts.