Tara

Tara

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How do I set up notifications?
To set up notifications, go to your Profile --> Settings --> Notifications. From there you'll be able to choose Email or SMS notifications for different events,
  1. Using Sequence
  2. Account Administration
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Can I set up balance alerts?
Use sure can! You can trigger an email or SMS alert if an account goes below or above a certain amount. To set up balance alerts: Click on the account Go to Settings by clicking the 3 dots in the ...
  1. Accounts & Transactions
  2. Accounts
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My balance is wrong!
Balances can show up incorrectly from time to time. If the balance of a liability account is incorrect, first try checking the balance with Plaid instead of Method or Spinwheel.  Click on the acco...
  1. Troubleshooting
  2. General
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Where can I see all my rules?
You can see all your rules by selecting the 'Rule Management' icon on the menu header on top of your map. From there, you can view, manage, and disable or enable any rule of your choosing.
  1. Using Sequence
  2. Account Administration
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How do I send funds as a Direct Deposit?
Funds that are sent from an Income Source account can be coded as Direct Deposit by performing the following steps: Create an Income Source account by clicking on the + sign at the bottom of your ...
  1. Accounts & Transactions
  2. Transfers
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How do I open a joint account?
Every Sequence account will have a primary account holder. Once you have created a Sequence account you can add a co-owner by going to your Profile --> Users --> Invite User.  Co-Owner: joint acco...
  1. Using Sequence
  2. Account Administration
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How To Implement the 50-30-20 Method
Check out this video with our very own Nick Cisler where he shows you how to implement the 50-30-20 method with Sequence!
  1. Playlists
  2. Videos
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Profit First Method
Check out this video with our Nick Cisler, where he shows you how to implement the Profit First method with Sequence!
  1. Playlists
  2. Videos
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Implementing a Rainy Day Fund with Sequence
Check out this video with our Nick Cisler where he shows you how to implement a rainy day fund with Sequence! 
  1. Playlists
  2. Videos
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I'm not receiving a passcode from my bank!
This can be frustrating but here's a few options you can try: Confirm the phone number listed on your profile at the bank is correct and not confusing home and mobile numbers . Confirm if there is...
  1. Troubleshooting
  2. General
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