How to Set Up Payment Reminders
- Tap Insights.
- At the top of your screen, tap Reminders.
- Tap Set up reminders.
- Tap Manual or Automatic to set the desired reminder type.
- Enter the following details to create a manual, custom reminder:
- Name (E.g. rent, mobile phone)
- Amount in pounds (if known)
- Due date (estimate or exact)
- Once complete, tap Set alert.
- Tap Connect to connect to your bank.
- Tap Connect again to confirm.
- A browser window will open asking you to allow Wagestream permission to read your banking details and to select your bank.
- Wagestream will analyse and identify recurring transactions from your account — this may take a few minutes.
- Once the connection is complete, you will be returned to the Wagestream application.
- Ensure each desired alert you wish to create is selected.
- Once complete, tap Set Alerts.
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