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Accounts

The Accounts feature displays connected account information, balances, and transactions across multiple views within the app. Your users can view account details, access recent transactions, and perform account-specific actions based on account eligibility.

Accounts appear in four elements:

  • Account Summary Card
  • Account Type Group
  • Account Details
  • Account Row

Account Details​

The app displays this element when your users select an account from the Account Summary or Account Type card.

The top of the screen contains an Account Details card, which displays the FDIC message, Available Balance, Current Balance, and Last updated message.

The card element shows general account information (such as balance) and the 3 most recent transactions. The card footer includes available action buttons based on account eligibility, which you can determine by working with your MX Representative.

  • Action types in order of preference:
    1. Deposit
    2. Transfer
    3. Make Payment
info

Only 2 actions can be displayed at a time.

Financial Insights for the account appear under the Account Summary card.

Transactions​

The tab view loads transactions on the left side with a search bar. The app loads transactions on-demand as your users scroll down (up to 2 years of data).

Account Info​

The right tab shows Account Information, which pulls data from the Connect Widget. This includes any fields you populate through the MDX API, the account's connection status, an Update Credentials button, and a list of account actions.

Your users can view the account's connection status on this tab, along with a sync button.

Account Actions:

  • Hide Account: excludes the account from budgets and spending
  • Mark as Closed: states the account balance to $0 and keeps the transaction history
  • Mark as Duplicate: if a connected account appears twice, merge the duplicate accounts

Any account actions the account is eligible for appear as toggle switches at the end of the rows.

Account Row​

This is a single-line representation of an account. This includes the account name and balance.

Available Account Types:​

  • ANY
  • CHECKING
  • SAVINGS
  • LOAN
  • CREDIT_CARD
  • INVESTMENT
  • LINE_OF_CREDIT
  • MORTGAGE
  • PROPERTY
  • CASH
  • INSURANCE
  • PREPAID
  • CHECKING_LINE_OF_CREDIT
  • DIGITAL_WALLET

The fields, actions, and balance types shown for each account type depend on what you populate through the MDX API fields.

Account field actions:

  • Copy: copies the data from the field
  • View: unmasks the data from the field
  • Arrow: opens a dialogue box allowing your users to edit the field
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