Insight Availability

  • Updated

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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