Getting Started with MXinsights

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We have a vision of banking the way it should be — easy, helpful, and secure. Our hope is that our software will help you to better understand and manage your finances, so you can spend less time worrying about money and more time enjoying the security and comfort it affords you.

When you first access the online banking tools, you may be prompted to accept our Terms and Conditions, unless your financial services provider has updated its own Terms to incorporate the MX Terms and Conditions.

If you are accessing the tools through a financial institution, the accounts you have with that provider will be imported automatically.

Watch the quick clip below for 4 easy steps to get started! 

We recommend the following next steps when first using MXinsights:

  1. Add accounts from other institutions so you can view your whole financial picture in one place. Nearly any financial account can be linked! Checking and savings accounts, investments, credit cards, loans, mortgages, and other lines of credit can all be added. You can also easily track cash or property values by adding manual accounts.

    Tip: Property accounts are important in Net Worth for tracking your high-value assets, such as your house or vehicles.


  2. Transactions will be automatically cleansed for readability, and categorized to make it easy to see where your money is going. However, not all transactions can be automatically categorized, so it’s important to review your transactions regularly. For example, checks and ATM withdrawals will be left uncategorized, and you will be prompted to assign a category for such transactions. Make any changes necessary to ensure your spending data is complete and accurate. It can be helpful to review your spending chart after reviewing your transactions. You will better understand how your transaction categories influence your financial reports, and can often reveal spending details that need to be recategorized.


  3. A budget makes it easy to visualize how much you’ve spent and how much money you have left for the month. Select “Auto-Generate Budgets” to let the Budget tool calculate your average monthly spending in each category for the last two months, with complete data. This gives you a realistic starting point for your budget.

    Tip: An auto-generated budget will be more accurate and helpful if you first add any outside accounts and review your transactions so that your budget calculations are based on a complete spending history.


  4. Notifications can keep you notified of important things happening with your accounts, like a low balance or upcoming debt payment. These tools are also available on mobile devices with select financial institutions. The mobile app makes it easy to stay on top of your finances by keeping your account and spending data readily available.


Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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