Display Alert when Account Balance below Minimum Balance [edited title] (Q Mac)

tony.dba
tony.dba Quicken Mac Subscription Member

Alert user when the account balance fall below user established alert. This will let a user know when an account has gone below user provided threshold. Giving a user the ability to changed transactions, transfer funds and avoid banking fees.

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @tony.dba,

    Thanks for the suggestion—this sounds like a useful feature! I’d love to understand your idea a bit more:

    • Would you want the alert to appear only within Quicken, or would you like the option for an email or push notification as well?
    • Are you thinking of one alert threshold per account or multiple (e.g., one for daily cash flow and one for low balance)?
    • Should this alert apply to all account types (checking, savings, credit card), or only specific ones?
    • Would you want the alert to trigger based on cleared balance, current balance, or available balance?
    • Finally, are you imagining this as part of the existing Alerts Center or something separate in the register or account settings?

    The more detail we have, the better we can capture the need. Thanks again for sharing this!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @tony.dba,

    Checking in once more before this thread is closed due to low activity.

    Let me know!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.