Insight Library

  • Updated

All Currently Available Insights

Card name
529 Deposit
529 Withdraw
Accounts Discoverability Change
American Federal Bank Holidays
American Upcoming Deadline Alert (Tax Deadline)
Bill Amount Not Standard
Canadian Federal Bank Holidays
Canadian Upcoming Deadline Alert (Tax Deadline)
Cash Back
Category Budget
Category Spending v2
Charge Dispute Refund
Check Deposit (Alternative available: Unified Deposit)
Celebrate Credit Card Payoff
Cost of Living To Income
Credit Card Close to limit
Credit Utilization
Debt Payment Reminder v2
Debt Payoff Strategies
Designate Emergency Savings Account
Duplicate Payment v2
Emergency Savings Milestone
Fee Detected
Government Deposit (Alternative available: Unified Deposit)
Green Gas Purchases Summary
Green Statement Fee
HSA Deposit
HSA Withdraw
Introduce Insights
Large Deposit (Alternative available: Unified Deposit)
Large Transaction
Low Account Balance
Merchant Budgets
Merchant Credit Received (Alternative available: Unified Deposit)
Micro Deposits
Missing Interest Rate
Monthly Credit Card Interest Summary
Monthly Debt to Income Comparison v2
Monthly Deposit Summary v2
Monthly Emergency Savings Reminder
Monthly Non Essential Category Summary v2
Monthly Savings to Income Comparison
Monthly Spend Comparison v2
Monthly Spend to Income Comparison v2
Monthly Spending Plan Celebration
Monthly Subscription Aggregate v2
Monthly Top Merchant Spending v3
Monthly Top Transacted Merchant
New Merchant
Peer-to-Peer (P2P) Categorization
Payroll Advance (Alternative available: Unified Deposit insight)
Payroll Deposit (Alternative available: Unified Deposit insight)
Quarterly Summary
Replenish Your Savings
Save An Extra $100
Save Enough to Live On
Savings Account Balances Summary
Savings Account Deposit
Savings Milestone Emergency Fund
Savings Opportunity v2
Spending Plan Category Spending
Spending Plan Created Celebration
Subscription Detected
Subscription Price Increase
Tax Deposit (Alternative available: Unified Deposit insight)
Transparent Overdraft
Uncategorized Transactions v2
Unexpected Subscription Payment
Unified Deposit
Unified Deposit Emergency Fund
Upcoming Bill
Upcoming Subscription
User Feedback
Weekend Spending Summary v2
Weekly New Merchants V2
Weekly No Spend Days
Weekly Small Purchases Summary

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 New version available
Category Spending  v2
Debt Payment Reminder v1 v2
Deposit Aggregate Monthly Deposit Summary v2
Duplicate Payment v1 v2
Monthly Debt to income Comparison v2
Monthly Deposit Summary v2
Monthly Non Essential Category Summary v2
Monthly Savings Summary Savings account balances summary
Monthly Spend Comparison v2
Monthly Spend to Income Comparison v2
Monthly Subscription Aggregate v2
Monthly Top Merchant Spending v3
Monthly Top Merchant Spending v2 v3
Quarterly Top Merchant Spending Quarterly summary
Savings Opportunity v2
Uncategorized Transactions v2
Weekend Spending Summary v2
Weekly New Merchants v2

Deprecated

These insights are no longer available. If a replacement insight is available, it is listed below. 

Card name New version available
Monthly Savings (Formerly Savings Opportunity)  
OverdraftWarning v2 Transparent Overdraft
OverdraftWarning v1 Transparent Overdraft
Subscription Aggregate v2 Monthly Subscription Aggregate

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