This training provides a high-level introduction to the core of the MX platform: MoneyDesktop. It is perfect for institutions new to MX, as well as those who want to drive deeper knowledge and engagement from their employees.
We will be covering:
- Digital Money Management
- Account Aggregation
- Transaction categorization and cleansing
- Reports Overview: Spending, Budgets, Trends, Debts, Net Worth, and Goals
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If you'd like to discuss private training options for your team, please contact firstname.lastname@example.org.