🏦 Account Alert Rules Guide (Lunova)

Monitor your real-time cash position with Account Alerts in Lunova. Whether you're avoiding overdrafts or tracking key account balances, this alert helps ensure your finances stay on track.

---

🔄 Continuous Monitoring

Account alerts are checked every 15 minutes, making them ideal for real-time cash flow monitoring.

✅ If a balance falls below or rises above your threshold, Lunova will notify you within 15 minutes.

---

🔧 Account Rule Attributes & When to Use Them

Attribute	What it Monitors	Typical Conditions	Common Business Uses
Current Balance	Live balance of the account	• Greater / ≥ • Equal • Less / ≤	Detect low cash warnings or verify funding thresholds
Account Type	Type of account (e.g., Bank, Credit Card)	• Equals • Does not equal • Contains • Starts with	Filter alerts by account purpose—e.g., exclude CCs from checks
Classification	Classification from QuickBooks (e.g., Assets, Liabilities)	• Equals • Does not equal • Contains	Monitor by financial role (e.g., only alert on Asset accounts)

Pro Tip: Use this to track your Operating Checking account daily, or set warnings for near-zero balances.

---

💡 Real-World Use Cases

Scenario	Rules to Create	Why It Helps
Low cash warning	• Current Balance ≤ $5,000	Prevent overdrafts or late payments due to insufficient funds
High balance alert	• Current Balance ≥ $100,000	Know when it’s time to transfer excess to a savings or yield account
Only track liquid asset accounts	• Classification = Asset • Current Balance ≤ $2,500	Focus alerts on cash, exclude liabilities or credit lines

---

🚀 Setting Up an Account Alert in the UI

1. Go to Alerts ▸ New Alert and choose Account as the entity.
2. Name your alert (e.g., “Low Cash Warning”).
3. Add Rule(s):
   • Choose an Attribute (e.g., Current Balance)
   • Set the Condition (e.g., Less than or equal)
   • Enter the Value (e.g., 5,000)
   • Use ➕ Add Account Rule to filter by account type or classification
4. Enter the email(s) where alerts should be sent
5. Toggle Active, then click Create Account Alert 🎉

Lunova will begin checking balances every 15 minutes and notify you immediately if any conditions are met.

---

📩 Notification Channel

• Email (default & near real-time)

---

❓ Need Help?

We’re happy to assist:

• Chat: Use the blue in-app chat bubble
• Email: [email protected]

Stay ahead of your cash flow with confidence!