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Accounts Widget

The Accounts Widget shows financial activity across all accounts in one place. You can link accounts from most financial institutions.

Accounts Widget

Key Features​

  • Add accounts
  • Sync accounts to get the most up-to-date information
  • Filter the accounts that show in the widget
  • View account details such as balances and transactions
  • Hide the account so it's no longer used in any widget. Note: hidden accounts can still have an active balance and receive transactions.
  • Mark the account as a business, duplicate, or closed account. Note: closed accounts will no longer update balance or transaction information.

Configurations​

Reach out to MX to change the following configurations:

  • Show the ALL ACCOUNTS sidebar.
  • Show Available Balance.
  • Show External Account Number.
  • Only show external accounts and exclude internal accounts.
  • Show the Mark as Closed button.
  • Show the Mark as Duplicate button.
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