Settings, profile and notifications

Settings is where you look after your own details. Margaret checks hers once, after she signs up, and then rarely needs to come back.

Open Settings

1. On a phone or tablet, tap More, then Settings.
2. On a computer, choose Settings in the left-hand menu.
3. Choose a tab at the top: Profile, Account or Security.

Your profile

What you’ll do: check or update your name and details.

1. Open the Profile tab. It shows your photo, first name, last name, email, phone, gender and date of birth.

2. Change what you need. Your email address is shown but can’t be edited here. It says whether it has been verified. Phone, gender and date of birth are optional.

3. Tap Save changes.

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   1. 1 Save changes

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   1. 1 Save changes

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   1. 1 Save changes

You'll know it worked

A short message says your profile was updated.

Time zone and push notifications

What you’ll do: make sure dates are right for where you live, and choose whether you receive alerts on your device.

1. Open the Account tab.

2. Check Time zone. VIVA uses it to show your transaction dates and charts correctly. For Margaret it is Pacific Time — Vancouver. Change it if you move.

3. Use the Push notifications switch to turn alerts on your device on or off.

4. Tap Save changes if you changed the time zone.

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   1. 1 Push notifications
   2. 2 Starting balance

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   1. 1 Push notifications
   2. 2 Starting balance

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   1. 1 Push notifications
   2. 2 Starting balance

Your starting balance

Further down the Account tab, Starting balance is shown for you to read. It says: “To change your starting balance, contact support.” You can’t edit it here.

Change your password

What you’ll do: choose a new password.

1. Open the Security tab, then tap Change password.

2. Type your current password, then your new password, then the new password again to confirm.

3. Tap Change password.

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   1. 1 Change password

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   1. 1 Change password

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   1. 1 Change password

A helpful tip

Choose a password you haven’t used anywhere else, and keep it to yourself.

If something goes wrong

If you have forgotten your current password, sign out and use Forgot password? on the sign-in screen instead.

Notifications and alerts

What you’ll do: read the alerts VIVA has sent you.

1. Tap the bell. On a computer it is at the top of the page. On a phone or tablet it is at the top of Home, or tap More, then Notifications.

2. Read the list. Unread alerts have a marker.

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   1. 1 Budget exceeded alert

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   1. 1 Budget exceeded alert

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   1. 1 Budget exceeded alert

VIVA sends three kinds of alert about your money. You may also see short notes such as Expense recorded or Income received in the same list.

The alerts are:

• Budget exceeded. Sent after spending in a category goes over its monthly limit. There is no warning before then.
• Low balance warning. Sent when an account balance falls below $50.
• Negative balance warning. Sent when an account balance drops below zero.

Alerts depend on what you record

VIVA can only count what you have entered. If an expense hasn’t been recorded, it can’t be part of an alert.

Sign out

On a phone or tablet, tap More, then Sign Out. On a computer, choose Logout at the bottom of the left-hand menu.