January 9, 2017
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, Help, Notifications, Settings, and Manage Institutions — which will now be called Manage Connections.
This update improves the look, feel, and performance of widgets; it also updates and clarifies end-user messaging inside Connect and Connections. Aggregation should be a little faster as well. It also adds an improved help center.
Categorizing transactions is absolutely central to budgeting, tracking spending, and improving end users' financial lives in general. However, it can also be a little tedious to re-categorize dozens of transactions by hand.
So we've made it easy. Really easy. Like, you-just-have-to-click-one-button easy. When categorizing a transaction, a button will appear asking if you'd like to re-categorize all past and future transactions that meet the same criteria with a single click. If you don't want to, simply dismiss the window.