Notification of low account balance came too late (edited)

sunjuicepiealamode

Today I got a notification that my bank account balance will be low...last week. Two problems:

1. My account balance is well above $500 and my spending habits haven't changed
2. This isn't really helpful if I get notified after it's supposed to happen 

Your account balance is projected to drop below $500.

Projected date: 2021-09-21

Coach Natalie

Hello @sunjuicepiealamode,

Thank you for taking the time to post to the Community regarding this issue, although I'm sorry to hear that you're experiencing an issue with a Notification in Simplifi.

Would you mind grabbing a screenshot of the Notification in question showing that the Projected Date is displaying as last week so that we can get a better idea of what's going on, please? You can either upload that here, or I can email you a link to our Secure File Exchange and you can upload it to me there -- just let me know!

-Coach Natalie

sunjuicepiealamode

Thanks for responding! Would you mind sending me a secure link?

Coach Natalie

Hello @sunjuicepiealamode,

No problem! I have emailed you the link -- please just let me know once you have everything uploaded!

-Coach Natalie

sunjuicepiealamode

All set, thanks!

Coach Natalie

Hello @sunjuicepiealamode,

Thank you for providing the requested screenshots!

Upon reviewing the screenshots, I think there may be a bit of confusion on what the Notification in question is for -- the 'Projected Balance' that it's referencing is not the balance that you hold with the bank, but is actually the balance that is projected for the account in Simplifi based on the Recurring Bills and Income that are set up for the account.

With that being said, does the account have a Projected Balance of less than $500 at any point in the future as far as you can tell, or has it in the past that you can recall? You can view the Projected Balance for the account by selecting the account from the Accounts List in Simplifi, and then reviewing the Projected Cash Flow section at the top of the account. The graph doesn't show the past, however, is it possible that Simplifi had a Projected Balance of less than $500 on 9/21/21, by chance?

Also, did you only receive an Email Notification for this, or did you also receive an in-product Notification? What methods do you have enabled for this particular Notification? You can determine this under Settings>Notifications, and then locate the "Projected low bank account balance" option.

Please let me know so that I can relay all of the information to my Team when escalating the issue of receiving the email Notification late. Thanks!

-Coach Natalie