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Transactions Widget

The Transactions Widget shows a chronological list of a user’s transactions from all accounts over the past 30 days. Transactions are automatically cleansed and categorized.

Transactions Widget

Key Features​

  • See transactions and details such as the date, payee, category, account, and amount. By default this shows all transactions in the last month, but users can also customize the range.
  • Sort transactions by details like amount or category
  • Filter the accounts shown
  • Add a manual transaction
  • Search for transactions
  • Export transactions to a CSV
  • Uncategorized transactions and subscriptions appears at the top of the widget
  • Within each transaction edit the payee, date, and category, add or remove tags, add a memo, and delete the merchant logo
  • Within each transaction:
    • Exclude a transaction from use in other widgets
    • Flag a transaction
    • Split a transaction

For a list of all transaction categories, see our API reference.

Configurations​

Reach out to MX to disable the subscription boxes from appearing in the bar atop the transactions list. Turning this off means this space will only contain uncategorized transactions.

Manual Transactions​

Manual transactions can only be added to manual accounts. End users can't add a manual transaction to an account connected to an outside financial institution.

Pending Transactions​

If an incoming transaction is marked as pending, it will be shown at the top of the transactions list in italics. Pending transactions are editable, but changes won't be saved when the transaction moves from pending to posted.

Split Transactions​

Some transactions encompass multiple categories in a single purchase. This is particularly common at big box stores like Costco or Walmart where an end user might buy groceries, home supplies, and a kayak all in one transaction. End users can split a transaction between as many categories as needed to accurately account for their spending.

Subscriptions​

Transactions are automatically classified as subscriptions. Monthly recurring subscriptions appear as a card in a slider bar atop the transactions list. This card isn't dismissible.

If a subscription charge is predicted to occur within the next two weeks, it will appear individually in the slider bar. If it's due more than two weeks out, it will be grouped with all the subscriptions in a box on the right side of the slider bar. A static box on the left side of the slider bar shows uncategorized transactions.

Uncategorized Transactions​

Sometimes, transactions can be left uncategorized. When end users go to their transactions, they'll be prompted to assign a category to these transactions.

Transaction Rules​

Since recategorizing dozens of transactions can be time consuming, end users can create transaction rules to make this much easier. These rules automatically place all similar transactions, both past and future, into the category of the end user's choice.

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