Insights Library

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

When we make a change to an insight that requires backend changes beyond what the insight was originally intended to do, we create a new version of the insight. An example of this is the WeekendSpendingSummary and WeekendSpendingSummaryV2 insight templates. We suggest you use the latest version for each insight.

Available Insights

Insight Name	Mini Widget Available	Notification Available	Transaction Inline Available
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	✓
Check Deposit	✓
Cost of Living To Income	✓
Credit Card Close To Limit	✓	✓
Credit Utilization	✓
Debt Payment Reminder V3	✓	✓
Debt Payoff Strategies	✓
Deposit 529	✓
Designate Emergency Savings Account
Discovered Accounts	✓	✓	✓
Duplicate Payment V2	✓	✓	✓
Emergency Fund Withdrawal	✓
Emergency Savings Milestone Reached	✓
Fee Detected	✓	✓	✓
Government Deposit	✓
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
Microdeposits	✓
Missing Interest Rate
Monthly Credit Card Interest Summary	✓
Monthly Debt To Income Comparison V2	✓
Monthly Deposit Summary V2	✓
Monthly Emergency Fund Review	✓
Monthly Emergency Savings Reminder	✓
Monthly Non-Essential Category Summary V2	✓
Monthly Obligations Status	✓
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
Payroll Deposit	✓
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	✓	✓
Set Up Direct Deposit	✓	✓
Spending Plan Category Spending
Spending Plan Created
Spending Plan Talk With Someone
Subscription Detected	✓
Subscription Price Increase	✓		✓
Switch Direct Deposit	✓	✓	✓
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

info

"Transaction Inline Available" insights will appear in the Transactions section of the Mobile Banking Dashboard.