MX® Money Management

Manage your financial health with one easy and accessible dashboard.

Helpful Resources

More Helpful Resources

MX-Accounts

Accounts

View all your accounts, including linked external accounts. Change account name, type and interest rate, as well as credit limit and original balance. Manage alerts, exclude the account, mark accounts as duplicate and view historical balances.

MX-Spending

Spending

See spending categories over a defined range, view income sources, and drill down to subcategories and transactions.

MX-Budgets

Budgets

Create custom budget categories, change allocated amounts, view historical budgets, and change projected income.

MX-Goals

Goals

Create and manage goals with custom names, timelines, and internal or external accounts.

MX-Trends

Trends

View spending over time and drill into transaction details.


MX-Debts

Debts

Build a debt plan to project and prioritize debt payoffs. View balances, APR, last payment date and minimum payment.

Net Worth

See net worth over time, and how transactions affect overall net worth.

Cash Flow

Identifies recurring deposits and payments to show spending trends in a clear, simplified view.

Alerts

Receive text and email alerts including: Exceeded Budgets, Debt Payment Reminder, Low Account Balance, Large Deposit, Large Expense/Withdrawal and Fee Charged.