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MX Insights

Financial Insights

Manage your financial health with one, easy-to-use digital dashboard.

Take control of your financial wellness with Financial Insights. Create budgets, categorize transactions, view cash flow and more! 
 

What can Financial Insights do for you?
 

Protect

Receive real-time account alerts keeping your hard-earned money safe.


You’ll receive a notification when:

  • You're at risk of overdrafting
  • A payment is higher than usual
  • You’re nearing your credit limit
  • A duplicate payment is detected
  • A subscription charge is higher than expected
  • A disputed charge has been refunded
  • You’ve made a large transaction
  • A transaction is uncategorized

Guide

Get budget breakdowns and financial analysis to make informed spending decisions.


You’ll gain access to:

  • Spending vs. income analysis
  • Monthly spending comparisons 
  • Budget breakdown by category
  • Summary of account balances
  • Analysis of your most frequented merchant
  • Overview of monthly subscriptions
  • Summary of non-essential spending

 

Inform

Know when money is coming in and going out to stay current with your finances.


You’ll be notified when:

  • A check, tax refund, or government deposit is made
  • A payroll advance is received
  • Your paycheck is deposited OR a customer payment is received
  • A subscription is due (monthly or annually)
  • Strategies for debt payoff
  • Plus, you’ll get VeraBank branch closing alerts
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