Budgets

Setting up budgets is one of the best ways to manage your finances and one of the most valuable features of Mariner360.  Creating a budget in Mariner360 will allow all of your spending across all of your accounts to come together.  With interactive charts, you can visualize your spending on a daily and monthly basis.  Within Mariner360, you can set up spending targets and bills.  A spending target allows you to track your spending by category through the use of tags.  Setting up bills, under the budget tab, will allow you to add recurring bills to track your cash flow and set up alerts.   

1.    From the "Budgets" page, click "Add New Budget Item".

2.    From the form, simply name your spending target or bill.

3.    Select whether this is a spending target or bill.   

4.    Finish adding the form’s criteria, then click "Classify and Complete".

 
 
Alerts

Using the Mariner360 alerts feature, you have the option to receive notifications via mobile phone or email, to allow you to manage your account activity and remind you of upcoming bills.  Not sure what alerts to set up?  What about an alert to help you avoid overdraft fees?  Simply set up a low balance alert!

Setting Up Alert Settings:
Note: You must set up your Alert Settings before you can set up an alert.

1.    From the "Alerts" tab, click “Alerts Settings” which is located in the upper right
       corner of the page.

2.    Enter your email and mobile phone settings.


Creating an Alert:
1.    From the "Alerts" tab, click “Create New Alert”.

2.    Choose the type of alert you wish to set.

3.    Choose the method you wish to receive your alert

4.    Click “Save Alert”.