Stay on track with budgeting through personalized reminders for upcoming budgets, untracked transactions, and budget reviews right from your dashboard.
We've added a new EveryDollar Reminder Tile to the member dashboard to help members stay engaged with their budget throughout the month. This dynamic tile automatically surfaces important actions and reminders based on each member's progress in EveryDollar.
The tile helps members stay on top of key budgeting activities, including:
- Activate your EveryDollar account
- Create your first budget
- Create the current month budget
As members complete actions in EveryDollar, the corresponding reminders are automatically checked off or removed, ensuring the tile always reflects what's most relevant to them.
Why this matters
Consistent budgeting habits are key to financial success. By bringing important EveryDollar tasks directly into the dashboard, members can quickly see what needs attention and take action without having to wonder what to do next. The reminder tile helps members build momentum, stay accountable, and make the most of their EveryDollar membership.
Where to find it
Members can find the EveryDollar Reminder Tile on the right side of their Home page in the member dashboard.