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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.

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Available Insights

Insight NameMini Widget AvailableNotification AvailableTransaction 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.