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Managing Money

Take control – Managing your money with alerts.

3 minute read
1 November 2024
Managing Money

Stay on top of your money with Beyond Bank alerts.

An easy way to stay on top of what’s happening with your money is to set up alerts in Internet Banking or your Mobile Banking App.

You can use alerts to let you know about things like:

  • when you get paid
  • unusual or unexpected payments
  • low account balances (which might help you avoid overdrawn fees or failed payments)
  • high account balances (which might help you earn more interest by moving money)
  • when a loan or credit card payment is due.

Beyond Bank’s Internet Banking and Mobile Banking App have a great range of alert features. It’s important to remember that alerts set up in the Beyond Bank Mobile Banking App are free of charge. Alerts set up in Internet Banking use your phone’s SMS service and each SMS alert incurs a fee of $0.26. So, it makes sense to use Mobile Banking alerts if you can. Here are some tips about how to set them up.

Setting up an alert for when you get paid.

Mobile Banking.

  1. Log into the Beyond Bank Mobile Banking App.
  2. Select the menu from the top left corner of the screen.
  3. Scroll down and select the Banking Alerts option.
  4. On the General tab, toggle on Direct Credit Alerts.
 

Internet Banking.

  1. Log into Beyond Bank Internet Banking.
  2. Select Services from the menu bar.
  3. Select SMS Alerts from the menu bar (note that SMS alerts incur a fee of $0.26).
  4. Click the Create Alert button.
  5. On the Global tab, select Credits to turn on alerts for any credits paid into your accounts.
  6. Click the Save button.

 

Setting up alerts for unusual or unexpected payments.

Mobile Banking.

  1. Log into the Beyond Bank Mobile Banking App.
  2. Select the menu from the top left corner of the screen.
  3. Scroll down and select the Banking Alerts option.
  4. On the General tab, toggle on Direct Debit alert.
  5. Tap on the Cards tab to select any cards that you’d like to set up alerts for.
  6. Turn on PayWave, ATM Withdrawal, Visa and/or EFTPOS alerts. 
 

Internet Banking.

  1. Log into Beyond Bank Internet Banking.
  2. Select Services from the menu bar.
  3. Select SMS Alerts from the menu bar (note that SMS alerts incur a fee of $0.26).
  4. Click the Create Alert button.
  5. On the Global tab, select Debits to turn on alerts for any payment made from your accounts.
  6. Click the Save button.

 

Setting up low-balance and high-balance alerts.

Mobile Banking.

  1. Log into the Beyond Bank Mobile Banking App.
  2. Select the menu from the top left corner of the screen.
  3. Scroll down and select the Banking Alerts option.
  4. Tap on the Accounts tab to select the accounts you want to set alerts for.
  5. Tap Threshold Alert.
  6. Toggle on the Enable Threshold alert. 
  7. Set the minimum balance threshold (if required).
  8. Set the maximum balance threshold (if required).
  9. Tap the Save Alert button at the bottom of the screen.
 

Internet Banking.

  1. Log into Beyond Bank Internet Banking.
  2. Select Services from the menu bar.
  3. Select SMS Alerts from the menu bar (note that SMS alerts incur a fee of $0.26).
  4. Click the Create Alert button.
  5. On the Account tab, select the account you want to set high balance and/or low balance alerts for.
  6. Set the minimum balance threshold (if required).
  7. Set the maximum balance threshold (if required).
  8. Click the Save button.

 

Setting up an alert for upcoming loan and credit card repayments.

Mobile Banking.

  1. Log into the Beyond Bank Mobile Banking App.
  2. Select the menu from the top left corner of the screen.
  3. Scroll down and select the Banking Alerts option.
  4. On the General tab, toggle on the Payment Due and Payment Overdue options.

Setting up alerts can help you stay on top of what’s happening with your money. Receiving a message on your phone to let you know about money being deposited into your account or money being paid out of your account can help you keep your money under control.

Want to know more?

Find the answers to frequently asked questions and explore some of the unique features Beyond Bank Internet Banking has to offer.

We’re here to help.

We’re here to help our customers manage their money. If you’d like help setting up Internet Banking or Mobile Banking, setting up alerts or just staying on top of your money, visit your local branch or give us a call.


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