Set up and troubleshoot email reminders
Choose reminder content and delivery preferences, including why an empty daily summary is not sent.
Overview
Email reminders summarize eligible bills, expected income, low projected balances, and selected periodic reviews. They depend on your saved preferences, current household access, verified email address, and server-side delivery processing. They are not proof that a bank payment was made or missed.
Set your preferences
- Open Email reminders and check the household shown.
- Turn on All reminders and select the reminder types you want.
- Set your time zone and preferred three-hour delivery window, or Any time (24 hours).
- Set Upcoming days, included accounts, optional pause date, and whether to include itemized details.
- Wait for the saved status. Use Retry if saving failed, then Preview to inspect eligible content.
Preview uses saved preferences. It does not send email or advance delivery history. Itemized emails can contain payees, account names, and amounts, so choose that option with your email privacy in mind.
Why no email arrived
An empty daily summary is deliberately not sent. If none of your selected reminder types has eligible content, the day is recorded as evaluated with no message. That is normal no-items suppression, not proof of a delivery failure.
That evaluation also prevents another ordinary evaluation for the same reminder preferences and local date. Adding an item later or changing the delivery window does not force a second email that day. Any time removes the time-window restriction; it does not override this daily protection or force empty emails.
Also check these conditions:
- Your email is verified, reminders are enabled, and the relevant accounts are included.
- Pause through includes its selected date; delivery can resume the following day.
- Your chosen time zone and delivery window match your expectations.
- Weekly summaries need recorded activity and run on Mondays; monthly review reminders apply on the first of the month.
- Low-balance warnings need an account threshold and have a seven-day repeat cooldown.
- The page may report that automatic delivery is not enabled on the server.
Inbox arrival can be later than the processing window. Check junk mail too. A preview with content is not a delivery receipt. For persistent problems, contact support without sending passwords or private financial exports.