Insights coming soon
- Invest Surplus Savings
This insight will help users know when they have surplus money in savings and how much they have.
New Insights
If you’re using a previous version of these insights and want to use the new one, please contact your CSC or MX support and ask them to enable it.
| Card name | Released |
|---|---|
| 529 Deposit | Q1 2022 |
| 529 Withdraw | Q1 2022 |
| Celebrate Credit Card Payoff | Q1 2022 |
| HSA Deposit | Q1 2022 |
| HSA Withdraw | Q1 2022 |
| Monthly Top Transacted Merchant | Q1 2022 |
| Missing Interest Rate | Q1 2022 |
| Save Enough to Live On | Q1 2022 |
All Currently Available Insights
| Card name | Released |
|---|---|
| 529 Deposit | Q1 2022 |
| 529 Withdraw | Q1 2022 |
| Accounts Discoverability Change | Q1 2022 |
| American Federal Bank Holidays | 2020 |
| American Upcoming Deadline Alert (Tax Deadline) | Q1 2021 |
| Bill Amount Not Standard | 2019 |
| Canadian Federal Bank Holidays | 2020 |
| Canadian Upcoming Deadline Alert (Tax Deadline) | Q1 2021 |
| Cash Back | Q1 2021 |
| Category Budget | 2020 |
| Category Spending v2 | Q3 2021 |
| Charge Dispute Refund | Q3 2021 |
| Check Deposit (Alternative available: Unified Deposit) | 2019 |
| Celebrate Credit Card Payoff | Q1 2022 |
| Cost Of Living To Income | Q4 2021 |
| Credit Card Close to limit | Q1 2021 |
| Credit utilization | Q1 2021 |
| Debt Payment Reminder v2 | Q1 2021 |
| Designate Emergency Savings Account | Q4 2021 |
| Duplicate Payment v2 | Q3 2021 |
| Emergency Savings Milestone | Q4 2021 |
| Fee Detected | Q1 2021 |
| Government Deposit (Alternative available: Unified Deposit) | 2019 |
| HSA Deposit | Q1 2022 |
| HSA Withdraw | Q1 2022 |
| Introduce Insights | 2019 |
| Large Deposit (Alternative available: Unified Deposit) | 2019 |
| Large Transaction | 2020 |
| Low Account Balance | Q1 2021 |
| Merchant Budgets | 2020 |
| Merchant Credit Received (Alternative available: Unified Deposit) | 2020 |
| Micro Deposits | Q3 2021 |
| Missing Interest Rate | Q1 2022 |
| Monthly Debt to income Comparison v2 | Q1 2022 |
| Monthly Deposit Summary v2 | Q4 2021 |
| Monthly Emergency Savings Reminder | Q1 2022 |
| Monthly Non Essential Category Summary v2 | Q1 2022 |
| Monthly Savings To Income Comparison | Q1 2022 |
| Monthly Spend Comparison v2 | Q1 2022 |
| Monthly Spend to Income Comparison v2 | Q1 2022 |
| Monthly Subscription Aggregate v2 | Q1 2022 |
| Monthly Top Merchant Spending v3 | Q1 2022 |
| Monthly Top Transacted Merchant | Q1 2022 |
| New merchants | 2020 |
| P2p Categorization | Q3 2021 |
| Payroll Advance (Alternative available: Unified Deposit beat) | 2019 |
| Payroll Deposit (Alternative available: Unified Deposit beat) | 2019 |
| Quarterly summary | Q4 2021 |
| Save Enough to Live On | Q1 2022 |
| Savings account balances summary | Q1 2021 |
| Savings Deposit | Q2 2021 |
| Savings Opportunity v2 | Q1 2022 |
| Subscription Detected | 2019 |
| Subscription Price Increase | 2019 |
| Tax Deposit (Alternative available: Unified Deposit beat) | 2019 |
| Transparent Overdraft | Q4 2021 |
| Uncategorized Transactions v2 | Q1 2022 |
| Unified deposit | Q4 2021 |
| Upcoming Bill | Q4 2021 |
| Upcoming Subscription | 2020 |
| User Feedback | 2019 |
| Weekend Spending Summary v2 | Q1 2022 |
| Weekly new merchants | 2020 |
Previous Versions
If you’re using one of these insights and would like the newer version, please contact your CSC or MX support and ask them to enable it.
Active - To Be Deprecated
There are newer versions of these insights that we recommend you use. Older versions will continue to work until all clients have switched to the latest version.
| Card name | Released | New version available |
|---|---|---|
| Category Spending | 2019 | v2 |
| Debt Payment Reminder v1 | 2019 | v2 |
| Deposit Aggregate | 2019 | v2 |
| Duplicate Payment v1 | 2019 | v2 |
| Monthly Debt to income Comparison | 2020 | v2 |
| Monthly Deposit Summary | Q1 2021 | v2 |
| Monthly Non Essential Category Summary | 2020 | v2 |
| Monthly Savings Summary | 2020 | Savings account balances summary |
| Monthly Spend Comparison | 2019 | v2 |
| Monthly Spend to Income Comparison | 2020 | v2 |
| Monthly Subscription Aggregate | 2020 | v2 |
| Monthly Top Merchant Spending | 2020 | v3 |
| Monthly Top Merchant Spending v2 | Q3 2021 | v3 |
| Power Savings Opportunity v1 | Q3 2021 | v2 |
| Quarterly Top Merchant Spending | 2020 | Quarterly Summary |
| Savings Opportunity | 2020 | v2 |
| Uncategorized Transactions | 2020 | v2 |
| Weekend Spending Summary | 2020 | v2 |
Deprecated
These insights are no longer available. If a replacement insight is available, it is listed below.
| Card name | Released | New version available |
|---|---|---|
| Monthly Savings (Formerly Savings Opportunity) | 2019 | |
| OverdraftWarning v2 | 2020 | Transparent Overdraft |
| OverdraftWarning v1 | 2019 | Transparent Overdraft |
| Subscription Aggregate v2 | 2020 | Monthly Subscription Aggregate |
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