MXinsights
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Getting Started with MXinsights
Financial Feed
- Financial Feed Overview
- Insight Availability
- Insights that Protect
- Insights that Guide
- Insights that Inform
- Taking action in insights
Accounts
- Accounts Overview
- Add an Account
- Add or Delete a Manual Account
- Account Details
- Edit an Account
- Hide an Account
Transactions
- Transactions Overview
- Categorize Transactions
- Subscriptions
- Uncategorized Transactions
- Transaction Rules
- Split Transactions
Spending
Budgets
- Budgets Overview
- Auto-Generate Budgets
- Building a Budget From Scratch
- Recalculate Budgets
- Viewing Your Budgets
- Edit a Budget
Trends
Debts
- Debts Tool Overview
- The Snowball Method
- Debt Priority Options
- View Your Debts In a Chart Or a List
- Debt Details
- Hide An Account From The Debts Chart
Net Worth
Goals
- Goals Overview - If your goals tool has colorful circles
- Creating Goals
- Manage Goal Contributions and Priorities - If your goal tool has circles
- New * Goals Overview - If your goals tool has tiles
- New * Manage Goal Contributions - If your goal tool has tiles
Investments