Insights Library
Insights are cards that are personalized for a user and appear on the UI. They are 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.
For each of the following insights we offer, you can find overviews, images, default copy, details on how the insight generates, and more:
- Account Discoverability Change
- American Federal Bank Holidays
- American Upcoming Tax Deadline Alert
- Bill Amount Not Standard
- Canadian Federal Bank Holidays
- Canadian Upcoming Tax Deadline Alert
- Cash Back
- Category Budget
- Category Spending V2
- Celebrate Credit Card Payoff
- Charge Dispute Refund
- Cost of Living To Income
- Credit Card Close To Limit
- Credit Utilization
- Debt Payment Reminder V2
- Debt Payoff Strategies
- Deposit 529
- Deposit Aggregate
- Designate Emergency Savings Account
- Duplicate Payment V2
- Emergency Fund Withdrawal
- Emergency Savings Milestone Reached
- Fee Detected
- Green Gas Purchases Summary
- Green Statement Fee
- HSA Deposit
- HSA Withdrawal
- Introduce Insights
- Large Deposit
- Large Transaction
- Low Account Balance
- Merchant Budget
- Merchant Credit Received
- Micro Deposits
- Missing Interest Rate
- Monthly Credit Card Interest Summary
- Monthly Debt To Income Comparison V2
- Monthly Deposit Summary V2
- Monthly Emergency Savings Reminder
- Monthly Non-Essential Category Summary V2
- Monthly Savings To Income Comparison
- Monthly Spend Comparison V2
- Monthly Spend To Income Comparison V2
- Monthly Subscription Aggregate V2
- Monthly Top Merchant Spending V3
- Monthly Top Transacted Merchant
- New Merchant
- Payday Cash Left Over Status
- Payroll Advance
- Peer-To-Peer Categorization
- Quarterly Summary
- Replenish Savings
- Save An Extra $100
- Save Enough To Live On
- Savings Account Balances Summary
- Savings Account Deposit
- Savings Milestone Emergency Fund
- Savings Opportunity V2
- Spending Plan Category Spending
- Spending Plan Created
- Spending Plan Talk With Someone
- Subscription Detected
- Subscription Price Increase
- Transparent Overdraft
- Uncategorized Transactions V2
- Unexpected Subscription Payment
- Unified Deposit
- Unified Deposit Emergency Fund
- Upcoming Bill
- Upcoming Subscription
- User Feedback
- Weekend Spending Summary V2
- Weekly New Merchants V2
- Weekly No Spend Days
- Weekly Small Purchases Summary
- Weekly Spending Plan Summary
- Withdrawal 529