Your daily brief

The brief is off until you ask for it. Turn it on under Settings → Notifications and pick the hour you want it. It comes each day at that hour, in your own time zone. A few lines over coffee is enough to stay current. With the brief, staying close to your numbers doesn’t depend on remembering to open an app.

The same Settings page has everything else we can email you:

• Account alerts you make yourself, like a low balance or a large charge or deposit. Each one is yours to add and delete.
• Three emails that start on. Debt paid off is a short cheer when a debt you track reaches zero. Month in Review comes on the first day of the new month. New month, new budget reminds you to plan the coming month a few days before it starts. That one begins after you build your first budget.
• Weekly Summary, if you ask for it: where the week’s money went, each Sunday. When Month in Review comes on a weekend, it covers that week and the Weekly Summary sits it out. You get one story a morning, never two.

Each of these has a one-click unsubscribe in every copy. Security notices about logging in are different. They’re part of your account and can’t be turned off.

What’s in it

Six sections. A section with nothing to say is left out:

• Needs attention. The same alerts as Home’s Needs attention card, like a category over budget, a paycheck that hasn’t come, or charges that might be duplicates. Each one links to the place where you fix it.
• Quick glance. The accounts you picked for Home’s Quick glance, with the same figures Home shows that morning. Never an account number.
• Budget Health. Your score out of 10, the same one Home shows. It lists each issue, with a link to fix them on Home.
• Pending transactions. What your bank still shows as pending on those accounts. Your bank hasn’t finished these yet, so the amounts can still change.
• New transactions (since yesterday). What your banks sent since your last brief, and how many transactions still need a category.
• Coming up today and tomorrow. Payments due and paychecks expected, with the account each one comes from or goes to.

At the top, before anything else, is a verse for the day. It’s the same one on your Home page that morning. Some days get a verse chosen for the day. There’s the birth of Christ at Christmas and the resurrection on Easter. There’s thankfulness at Thanksgiving, and the sacrifice of those who served on Memorial Day.

It comes every day. The Quick glance balances are a reason to open it, even on a day when nothing needs you. Sections with nothing to say are left out. You get no email only if there’s nothing to show at all: no accounts and no transactions.

What’s left out on purpose

No account numbers, anywhere. And nothing about money in the subject line, or in the preview your phone shows on the lock screen. Email can sit in a mailbox for years without being locked. The balances you picked for Home are in the email because you asked to see them each morning. The numbers a stranger could use stay inside the app.

See one before you decide

Send me one now, on the same Settings page, emails you a real brief right away, with your own data. You can use it once a day. Unlike the daily brief, it sends even when there’s nothing to report, because its job is to show you what you’d get.

Stopping it

Every brief has an unsubscribe link. Your mail app may also show its own Unsubscribe button at the top of the email. Either one works without logging in, with one press and nothing else to confirm. You can also turn it off in Settings, which is where you turn it back on too. The brief is there to help your attention, not to tie you down. If it stops helping, stop it.

This never affects account email. Confirming your email address and resetting your password are part of logging in, not something you signed up for. So they keep working whatever you choose here.

If it doesn’t come

First, check the other tabs and folders in your mail app. The brief is marked as email you signed up for. That’s what makes the Unsubscribe button show. Some mail apps put that kind of email under Promotions or Updates instead of your main inbox. Move one brief to where you want it, and your mail app will most often put the rest there too.

If nothing has come at all, check that the email address on your profile is one you really read.