Skip to main content

Insights Library

Insights are cards that are personalized for a user and appear on the UI. They're based on cleansed transaction data and help end users towards financial wellness.

We separate our insights into four groups:

  • Borrowing – Help people manage credit/debt wisely.
  • Planning – Empower people to achieve their financial goals.
  • Saving – Ensure money is available for people when they need it.
  • Spending – Help people spend less money than they make.

If you want to learn more about the basics of Financial Insights, see How It Works.

note

See Deprecated Insights for a list of insights we no longer support and their upgraded versions.

For each of the following insights we offer, you can find overviews, images, default copy, details on how the insight generates, and more: