MX Product Updates

Providing you with the latest updates on how MX is helping you enhance the Money Experience

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Recent Updates

Financial Data API

07/22/2020

Enhancements When searching for financial institutions to add to their accounts, users will see some changes in Connect, powered by behind-the-scenes refinement: The dividers between each listed account have been removed. Highlighting has changed when hovering/selecting an institution. These are a few of the technical

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Personal Finance Management

05/19/2020

Enhancements All 18 beat cards that users could potentially see inside Pulse have been redesigned: In addition to the reminder or tip text, several beats now give more clear transaction details. Beats with graphs feature legends to clarify which data is being used. Those legends

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Personal Finance Management

04/16/2020

Enhancements People tend to ignore banner ads, so a banner encouraging users to add accounts is being replaced. Now, when users have three or fewer accounts connected, they will see a prompt to connect additional accounts. This design will fit with the rest of the

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Personal Finance Management

04/06/2020

Enhancements Beat cards — the tiles users see when they sign into Pulse — help users keep an eye on their finances and make informed decisions with their money by letting them see what it is up to. Beat cards will now appear to users

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Financial Data API

04/02/2020

Enhancements When users have a connection error, the options offered to them in the Connect widget will now de-emphasize deleting the connection and offer several options for how to continue, including the option to try reconnecting with the same credentials, to update credentials, or to

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Mobile Banking App

02/13/2020

Enhancements Users can ask questions and get fast answers with the help of a new search bar that will appear at the top of the screen when they sign in. This new feature shows users insights generated by the app and also lets them ask

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MX Documentation

12/17/2019

Every software engineer knows that documentation is the difference between a good product and a great product. If you want to get the most out of something, you need to know how to use it fully without guessing at how something works. With that in

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Personal Finance Management

12/09/2019

Enhancements The Net Worth widget has been redesigned to improve accessibility. Now, when a user makes a selection from a table, the graph next to it will reflect that change, instead of the graph not reflecting the selection. This will be available to all MX

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Personal Finance Management

11/20/2019

Enhancements Sometimes you can have it both ways. We're tweaking the process for deleting an external account in the Connections widget. The process stays just as simple but will help us reduce the number of deleted accounts. Instead of typing "DELETE," users will now answer

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Personal Finance Management

11/07/2019

Enhancements The experience around setting goals in MoneyMap has been simplified to make it easier to use, thereby increasing engagement. When in Goals, instead of users having to click the “Manage” menu, the “Manage Goals" panel will always be open. If a user sets a

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Personal Finance Management

10/07/2019

Enhancements Customers probably don’t care much about the car loan they paid off last year nor the credit card they canceled, so now they don’t have to see it. Users in the Connections widget can mark external accounts as closed, an option that was previously

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Personal Finance Management

09/23/2019

Enhancements Few things are more annoying than doing the same thing twice for no reason, even if it’s something small. For instance, checking the same boxes over and over again. We’re eliminating as much box-checking as we can inside MoneyMap’s account filters. Several widgets allow

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Mobile Banking App

09/13/2019

Enhancements Users have the ability to control their transaction rules, so they can decide if transactions from a specific business should all be organized under the same category, i.e., all Planet Fitness charges should be categorized as “Health & Fitness.” Before, users could update a

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Personal Finance Management

09/13/2019

Enhancements In the mobile transactions widget, users will see their pending transactions and posted transactions clearly separated, with pending on top. Posted transactions are organized by date, in descending order. Sorting different columns in ascending or descending order is no longer supported on mobile. Additionally

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Personal Finance Management

07/30/2019

Enhancements We’ve added the ability to get a URL for the Help widget, just like all the other MX widgets. Clients can now embed or link to this widget independently of the other widgets. Then, users who click Help will be directed to help/support features.

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Mobile Banking App

07/15/2019

Enhancements The app is now available for Android devices as both a 32-bit version and a 64-bit version, not just 32-bit. Fixes Users were able to enter new passwords that did not meet the requirements. Now, they will get the green light (or green checkmarks,

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Mobile Banking App

07/09/2019

Enhancements Features will now be in Hughes’ webview inside the MX app.

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Analytics

07/09/2019

Enhancements Back in April, we introduced you to our new campaign creation flow and announced early access. We've been tweaking and perfecting it ever since. Now, it's finally ready for prime time. This new flow guides users through easy-to-follow steps with clear explanations for each

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Financial Data API

06/25/2019

Enhancements It takes two to tango. By which we mean that you can’t just count on having clean data: you also need the right data. It takes both to make something truly amazing. MX’s Sherlock API has long been the absolute standard in cleaning up

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Personal Finance Management

06/24/2019

Enhancements We’ve added a slider bar in the transactions section of MoneyMap that will show users their monthly recurring transactions. These transactions — Netflix, a gym membership, fruit-of-the-month club, whatever — will automatically be classified as subscriptions and appear in the slider, so users can

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Financial Data API

06/18/2019

Enhancements The reporting API will soon begin returning a new boolean field in all files related to accounts: is_internal. This field is designed to help partners keep track of which accounts are internal (held) and external (held-away). Below is the definition that will be added

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Personal Finance Management

05/10/2019

Enhancements We improved the error messaging in the Connect widget. Fixes The MX Features navigation menu was not showing up when its links were the focus of keyboard navigation, and some content hyperlinks and buttons weren’t indicating when they had keyboard focus. Members were unable

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Mobile Banking App

05/06/2019

Money management Enhancements The + was moved by the hamburger menu button. Fixes Tapping on an account with a connection error sometimes caused the app to crash. A custom budget bubble was displaying “!name of budget!” Money movement Enhancements Quick Save Customers can save any

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Financial Data API

05/03/2019

Enhancements Good data is specific data. With that in mind, MX will soon add nine new account subtypes to our Nexus API. These new subtypes will certainly improve the quality and capabilities of Nexus. The following subtypes are included in this enhancement: String Integer TAX_FREE_SAVINGS_ACCOUNT

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Analytics

04/04/2019

This release note has been revised to reflect a new release schedule. Enhancements Sometimes it’s fun to be lost. That’s sort of the point of escape rooms: It’s exhilarating to feel trapped with nothing but your wits to aid you. Sometimes, though, what you really

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Personal Finance Management

03/04/2019

Announcements We’ve mentioned our improved transaction rules feature and user interface in the last several release notes. We’d now like to announce that this enhancement will be turned on for all clients on March 13. Enhancements As part of our update to the transaction rules

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Analytics

02/13/2019

This release note has been updated to reflect a new date for the release of an enhancement. Enhancements Sometimes it’s the little things that send you over the edge: Someone going under the speed limit in the fast lane, or popping open a bag of

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Financial Data API

02/01/2019

Enhancements Partners can now give their end users even more control over their data through the use of a new Nexus feature: transaction rules. This new endpoint allows you to automatically categorize past and future transactions based on a specified rule. It also allows you

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Financial Data API

02/01/2019

Enhancements Two new premium features have been added to Atrium: extended transaction history and account statements. With certain institutions, these features allow partners to get up to 24 months of transaction data, as well as a monthly account statement. This is accomplished by adding two

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Personal Finance Management

01/31/2019

Announcements You might think we're crazy, that we're lost and foolish leaving the name MoneyDesktop behind. But sometimes...sometimes you just have to walk away. While the term "MoneyDesktop" has been with MX for a long time, it simply no longer describes the software and services

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Financial Data API

01/08/2019

Merchants and holdings now available Data is always more than just data. Data is the condition for choice. Data is the prerequisite for usability. Data is the backbone of design. Data is the difference between savings and losses. We want to get that data to

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Personal Finance Management

12/10/2018

Enhancements A year ago, we introduced one-click re-categorization throughout Digital Money Management. This creates a user-specific rule which automatically places similar transactions — whether past or future — into a specified category. That feature isn't going anywhere. We’re now introducing more control over these transaction

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Mobile Banking App

11/15/2018

Money management Accessibility Screen readers will now read text on zero states, such as month when no spending data is available to display on Spending panel. In addition, screen readers will now respond to the date ranges provided in the Spending panel. Fixes On certain

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Personal Finance Management

11/15/2018

There's exactly one month a year where you actually remember and then use the word "cornucopia," and that month is here, so we're about to use it super hard. Ok. Here it comes. "We'll have a cornucopia of new features for you at the end

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Financial Data API

11/08/2018

Enhancements We've been steadily improving the Nexus API. Below is a list of recent changes. For a full list of changes and technical information, please see our developer portal . We've updated the Nexus guide. Recommended workflows now reflect the improved connection_status field on the

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Mobile Banking App

09/19/2018

Money Management If something goes wrong with an app (heaven forbid!), you don’t want a solution that involves a half dozen taps and swipes. One tap. That’s the standard. Hence, we added an easy, one-tap solution for situations where an MFA code needs to be

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Personal Finance Management

09/10/2018

Enhancements On September 13, MX will release our redesigned Mobile Master widget to all clients. Specifically, this means all clients and end users will see the new and improved user interface. Additionally, you can now configure the Mobile Master to include several widgets available for

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Personal Finance Management

08/20/2018

Enhancements We've been steadily improving the Nexus API. Below is a list of recent changes. For a full list of changes and technical information, please see our developer portal. We've updated the Nexus guide. Recommended workflows now reflect the improved connection_status field on the member

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Mobile Banking App

08/16/2018

Money Management When you have as many features as Helios does, sometimes things can get a little untidy — minor style variations here and there, slightly different language there. So we picked up our brooms and vacuums, broke out the Lysol, and brought everything into

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Personal Finance Management

07/13/2018

Enhancements The whole point of data-driven digital money management is to provide useful, actionable, understandable information to people who need it. If you’re giving people something they can’t use, it’s a distraction. That’s why we’ve actually pared down a feature that didn’t serve the goal

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Personal Finance Management

06/01/2018

Enhancements Ok. So we already told you about some of this stuff. But it’s really good stuff — some of our favorite stuff, even. Who wouldn’t want to watch their favorite movie again? Who wouldn’t want to hear about awesome new enhancements again? Email Notifications

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Mobile Banking App

05/31/2018

Enhancements Why do a thing over and over again when you could do it just once? This is perhaps the defining motivation of our time — except among gym members, in whose case doing a thing over and over again is seemingly the point. With

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Mobile Banking App

05/16/2018

Both versions 2.28 and 2.29 will be available in quick succession. We recommend updating to version 2.29. Enhancements It’s now even easier to understand each individual transaction. We’ve improved the layout of our transaction details window, which will now include either the merchant’s logo or

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Personal Finance Management

05/01/2018

Upcoming Even regular recurring payments sometimes get a little bit … well, irregular. Perhaps you just can’t afford that Loot Crate this month. Or you actually don’t have to pay utilities because your roommate owes you for constantly raiding your clearly labeled snacks when he

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Mobile Banking App

04/03/2018

Helios version 2.28 is now available for upgrade. Please contact your client strategy consultant for more information on updating. Enhancements Moving money from one place to another is, you know, basically the whole point of banking for most people. So it stands to reason that

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Personal Finance Management

04/03/2018

Announcements All clients and partners were migrated from the old Manage Institutions widget to the new, React-based Connections widget on April 1. The vast majority of partners have already made this move. This does not require any action or change on the partner side. This

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Financial Data API

03/13/2018

Enhancements Even the best API can be rendered nigh unto unusable if it doesn't have good documentation to back it up. We've been working hard on improving ours, and we're pleased to present you with a couple new features: We've added extensive code examples in

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Personal Finance Management

02/23/2018

Enhancements Sometimes things just have to go together. Bread and butter. Skis and snow. Fried Green Tomatoes and crying like a baby. Similarly, manual transactions simply must go together with a manual account. We recently added some end-user guidance on this point: If a user

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Personal Finance Management

01/29/2018

Enhancements People don't treat every bank account or credit card the same, and they certainly don't spend the same way on every account — heck, we've got an account specifically for Nerf guns and video games over at MX HQ. Because every account is different,

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Mobile Banking App

12/01/2017

Enhancements It’s difficult — nay, impossible — to send a reminder about an upcoming debt payment if you don’t know a few things, like, you know, when it’s actually due. So, in Helios 2.27, we’ve added some messaging in the notification settings panel to indicate

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Personal Finance Management

12/01/2017

Enhancements We got you a shiny new Christmas present — just a few days late: During the first week of January, 2018, all the updated MX widgets based on the React framework will go live for all users. Many of the widgets have already been

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Mobile Banking App

10/27/2017

Enhancements Sometimes our thumbs are dumb. It's not entirely their fault: they evolved to grab stuff, not type on tiny glowing screens. Nevertheless, thumb dumbness often gets in the way of typing a password correctly. Thus, we've added a button that will show any typed

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Personal Finance Management

10/27/2017

Enhancements Our improved Debts widget is now available for client testing. If you’d like the new widget turned on for certain users, just reach out to a client success consultant to create a list of user GUIDs. Tracking business transactions is now easier than ever.

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MX Platform

10/03/2017

Release Window: Phase 1: September 25 – October 7th Phase 2: October 21st – November 4th What’s being fixed: When a connection to a user's financial data is added to the MX platform, it creates what is known as a “member.” This member contains important

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Mobile Banking App

10/02/2017

What's new: Redesigned Dashboard Improved "Account Details window" Improved Transactions list Improved messaging and flow for WideNet users who sync online banking accounts Enhancements to Popmoney payments Redesigned Dashboard The Helios Dashboard has been redesigned to make it even easier for users to navigate. Each

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Personal Finance Management

10/02/2017

Connect Clicking the "Resolve" button when encountering connection issues won't improperly take users to the default Connect screen anymore. Budgets Creating a sub-budget no longer causes Budgets to freeze. Several bugs that caused sub-budget transactions to display inaccurately have been fixed. Newly-created sub-budgets now display

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Personal Finance Management

08/17/2017

CHANGES TO MX WIDGETS Goals We’ve added two tips inside “Manage Goals” to encourage users to add a monthly contribution, and to help educate them on ways to prioritize and interact with their goals. Budgets Budgets will no longer crash on certain Android devices. Changes

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Personal Finance Management

02/02/2017

Enhancements To delete or to hide — that has been the question for many end users. “What’s the difference between hiding an account and deleting it?” “Why should I choose one over the other?” To keep things simple, avoid confusion, and still maintain complete functionality,

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Personal Finance Management

01/09/2017

Enhancements We've mentioned this before, but it's finally here: All MX widgets will be released on the updated React framework on Jan. 15, 2018. Many of the widgets have already been updated; however, this release will update the remaining widgets, specifically the Master widget, Debts,

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Personal Finance Management

01/05/2017

Enhancements With the new year comes a new feature. If you're the type of person who likes to dive into data — not just through visualization, but down to the raw numbers themselves — we've got a treat for you. The Trends widget now has

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