Each feature listed below is available as part of our online master widget called MoneyDesktop, which can be accessed within online banking.
Accounts
A single view of a your internal accounts (“held”) and external accounts (“held away”). You can change the account name, account type, interest rate, credit limit, original balance, and account purpose (business or personal). You can also manage alerts, exclude the account, mark the account as duplicate, and see the historical balance.
Transactions
An aggregate view of all transactions from internal and external accounts. You can filter the view by account or date, as well as search the dataset for any keyword or amount. Other functions include the ability to add manual transactions and to export the list to a .csv file.
Spending
A visualization of spending categories over a defined date range. You can change the date range, view a visualization of income sources, and drill down to subcategories and transactions.
Budgets
A visualization of a user’s data on a monthly basis. You can create custom budget categories, change the amount of money allocated to the monthly budget, view historical monthly budgets, and change the projected income amount. Budgets can be viewed as bubbles or traditional bars.
Trends
A visualization of spending over time divided into categories. You can drill into subcategory views and see transaction details. You can also track income and define the date range over 3, 6, 9 or 12 months.
Debts
A tool that enables you to manage a debt plan from their aggregated liability accounts. You can view balances, APR, last payment date and minimum payment. You can also project debt payoff dates and prioritize the payoff of certain debts.
Net Worth
A visualization of a user’s net worth over time. You can drill into each month and see how certain transactions affect overall net worth. You can also define the date range over 3, 6, 9 or 12 months.
Goals
A tool that enables you to manage and visualize their goals on a timeline. You can create a goal, name it, and associate it with an internal or external account. You can also change the amount and priority of each goal, as well as the total amount available overall.
