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Welcome to MoneyDesktop

Jun 24, 2015 4:05:27 PM

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

You may also be interested in these other training resources:

If you'd like to discuss private training options for your team, please contact mdcs@mx.com.

Topics: webinars

Jon Ogden

Written by Jon Ogden

Jon Ogden is the Director of Content Marketing at MX.