MXinsights engages users with a personalized, AI-driven feed of notifications that inform, guide, and protect their financial well-being. This article describes the insights that guide users.
Insights in this article:
- Category Budget
- Debt Payment Reminder
- Merchant Budgets
- Monthly Non-Essential Categories Summary
- Peer-to-Peer Categorization
- Savings Account Balances Summary
- Savings Opportunity
- Uncategorized Transaction
- Upcoming Subscription Payment
Category BudgetThis insight notifies users about their budget status. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: A budget is created or updated and meets the defined requirements. |
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Debt Payment ReminderThis insight notifies users of an upcoming payment for a liability account. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: Whenever an account which meets the specified requirements is updated. |
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Merchant BudgetsThis insight notifies users about their merchant budget status. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: A merchant budget is created or updated and meets the defined requirements. |
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Monthly Non-Essential Categories SummaryThis insight shows a user the percentage of non-essential spending for the previous month. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: This insight is triggered monthly. |
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Peer-to-Peer CategorizationThis insight identifies all transactions which are Person to Person (P2P) within the last 30 days. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: This insight is triggered weekly. |
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Savings Account Balances SummaryThis insight summarizes a user's savings account balances and shows how much they saved in the previous months. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: This insight is triggered monthly. |
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Savings OpportunityThis insight tests a user's projected cash position on a monthly basis and notifies the user when extra cash may be available for savings. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: This insight is triggered weekly. |
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Uncategorized TransactionThis insight identifies all transactions which have been assigned 'Uncategorized' as the transaction category within the last 30 days. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: This insight is triggered weekly. |
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Upcoming Subscription PaymentThis insight shows a user their upcoming subscription three days before payment occurs. Requirements and triggers:
This insight appears based on the following requirements and triggers. Requirements:
Trigger: This insight triggers when a user's ScheduledPayment is created/updated. |
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