Product Updates

Connect Widget: Wrong Account Type Returned UX  Enhancement The following issue has been addressed: Users with a non-eligible account (non-DDAccount) were receiving a “successful” screen after going through the Connect flow, leading them to believe no further action needed to be taken.  The new experience presents users with a...

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Connect Widget  To further reinforce user trust and company transparency, we’ve updated the Connect Widget experience to help end users access all MX disclosures. End users can find the MX Privacy Policy and our data disclosures by selecting the “Data Access Powered by MX” link at the bottom of the Connect Widget. Selecting t...

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MXmobile The minimum Android version supported has increased from Android 5 to Android 6. This change will impact all MXmobile Android builds and does not require any client action. MoneyMap/PFM We've improved the support request workflow within MoneyMap. Now, when a user selects the Request Support button, MoneyMap displays a list of popular suppo...

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Connect Widget User Experience Updates Invalid Credentials View The Connect Widget now displays an error message on the same screen when the end user inputs invalid credentials. Previously, if invalid credentials were provided, the user was directed to a different screen which provided the error message. If users wanted to re-enter the correct cred...

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Connect Widget update We are removing the disclosure screen from the Connect Widget on Oct. 11 in an effort to increase conversion rates and reduce user drop-off rates. Clients who would like to keep the disclosure screen can reach out to their MX delivery team or to MX support to have it re-added. Currently, users see the below disclosure screen b...

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MXmobile SDK (Software Development Kit) MXmobile is a fully-featured digital banking platform that empowers financial institutions and fintechs to deliver data-driven, contextual, and personalized experiences. The MXmobile SDK empowers clients to build their own experiences, instead of using MX development teams. By extending the core MXmobile solu...

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Enhancements MX Connect Widget We’ve made some visual changes to the step when users manually add an account. These changes offer design consistency, improve accessibility (a11y), and provide information in English, Spanish, and Canadian French. We are also enhancing the information we collect and analyze through Google Analytics to tra...

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Enhancements Processor Tokens We have introduced Processor Tokens to the Instant Account Verification feature within the MX Platform API. Processor Tokens enable tokenized access for processors working with MX clients. Processors can exchange a token for the information, including payment account information, transaction history, identity data, and...

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In the Connect widget, aggregation clients will no longer have to manually set the `wait_for_full_aggregation` field to `true,` as that will now be the default. This means that the widget will wait until any aggregation process is complete before firing a connected postMessage. As such, clients will have transactional data by the time the widget is...

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MXinsights Release Notes 1 YEAR SWEEPER WORKER Summary Technically, MXinsights users can scroll all the way back to the first insight that was ever created for them. In practice, no users are doing this. An unnecessary pileup of insights in our databases will lead to performance issues if not addressed. On Tuesday, March 1st, we implemented a sweep...

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Updates For clients using Connect inside a WebView, we've improved the process of redirecting users back to their native app. The new `client_redirect_url` parameter should be used instead of the `ui_message_webview_url_scheme` parameter. You can learn more in our API reference or integration guide. `ui_message_webview_url_scheme` is still support...

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We have made an enhancement to the Campaign Builder tool in Marketing Hub. When you select the Create Campaign button in Marketing Hub, you will now see an additional step. After naming your campaign, Step 2 will ask you to select from a dropdown menu where you want your message delivered. The available options will depend on which MX products you ...

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We’ve made some changes in the Connections widget that will make the process of using the product smoother and make the web and mobile views more similar, including upgrading the design of the list view, account details view, institutions details view, and actions view. These changes will be implemented Jan. 4. If you’d like to review t...

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Enhancements Connections widget redesign We're adding design and flow improvements to our Connections widget (which is like Connect, but also includes features for managing existing members and accounts, rather than just creating them). There will be a refreshed design, tighter integration with the Connect widget, better interactive elements, and m...

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Enhancements Improved look and feel throughout Connect Over the next several months, we'll be rolling out multiple improvements to the look and feel of things throughout Connect. While it's been a lot of work on our end, these changes aren't major — rather, they're subtle improvements throughout. For instance, we'll be removing some borders, ...

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Marketing Hub now offers 10 pre-built audience templates to help clients quickly target groups of customers: Customers with high interest external credit cards Customers with external credit cards but no internal credit cards Customers with external credit cards with high balances Customers with external checking accounts Customers with low saving...

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The MoneyMap goals widget has been redesigned to better comply with accessibility standards: Instead of a timeline, savings and debt goals are now in a list format. The new design is compatible with screen readers in all supported browsers. The modernized look will also improve the end user experience for all users. For example, instead of users ...

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ENHANCEMENTS Creating duplicate members is prohibited by the MX platform. Until now, Connect has displayed an error message when users try to create a duplicate member (meaning any member that belongs to the same user, same institution, with the same username). That's definitely useful, but it's less than graceful.We've developed a new flow that i...

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Several changes have been made to dashboards within Analytics Suite: In all dashboards, you will now be able to customize the time period on each chart to filter what information you see. Some charts in the Observe tab of the MX platform have been recreated in Analytics Suite, where they will appear in the new Overview dashboard. The Observe ta...

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Starting Aug. 17, MX will no longer provide support for Internet Explorer 11. The browser was released in 2013, and it no longer makes sense to fix bugs specific to it. Starting in early June, MoneyMap users on Internet Explorer 11 will see a message that prompts them to switch to a compatible browser, with links to a few options. Users will see th...

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Enhancements MX has put in place a disclosure notice that allows users to easily see what data is shared and with whom, giving them the information needed to manage, approve, or revoke access if necessary.  The new disclosure notice offers consumers transparency within the account connection flow by providing visibility into what data is colle...

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Re-opening accounts For a long time, our Connections widget has offered the ability for end users to mark an account as closed. This means that when an end user knows that one of their accounts is closed — like a paid-off loan or an old checking account — they can mark it as such and the account will no longer be aggregated. It will als...

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In the spending section of MoneyMap, the default view is changing from showing the last 30 days of a user's spending to showing the current month. The average user thinks about spending on a monthly basis, due to timing of paychecks and bills, so this will better align with budgets. This enhancement will be automatic as of the beginning of April, s...

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In the Connect widget, users can now use single-account verification to choose which account they want to verify. Previously in verification mode, all accounts associated with a user — for example, checking, savings, and credit card accounts — were verified. Now, users will be able to choose which account they want to connect, and only ...

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In MoneyMap, users will be able to see certain transactions in the “Other” tab. Previously, transactions categorized as transfers were not visible in the spending widget because they were not spending or income. Because some clients have access to only the spending widget, their users weren’t able to make changes to transactions ...

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Connect enhancements The views of several steps users see in Connect have new designs, which will be added throughout December. The user’s experience will be similar, while behind-the-scenes code has been simplified and organized to help with future development. These enhancements apply only to the Connect widget and will be automatic, so cli...

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Connect enhancements Users will see a new consent form when they sign into Connect, starting in 90 days. The consent form will explain how the financial institution works with MX to manage their data and will include details such as how the app works and what information is shared with the financial institution and MX. This will improve user aware...

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The Connect sign-in screen now has a back arrow in the top left, so users can return to a previous screen. This will improve consistency and accessibility for users. We’ve enhanced our ability to do A/B testing of product features at MX and are actively testing our Smart Search feature. When users add an account, most clients present the ...

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MX is now performing A/B testing in MoneyMap so, without any effort on their part, clients can boost engagement. An adaptive user interface will offer A/B testing of design and text, with the winner of each test determined by statistical significance to eliminate the possibility of chance. The first test kicks off in 30 days: Because accessibility ...

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Pulse enhancements We have made improvements to the Pulse feed so, instead of some beats expiring, they will remain in the feed and continue to flow with the rest of the beats. These are the beats that will no longer expire: User Feedback Deposit Aggregate Monthly Savings Category Spending Monthly Spend Comparison Overdraft Warning Savings Opport...

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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 changes you will see: Conn...

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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 have improved descriptions, and the line showing a user’s av...

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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 information on screen and encourage users to take full advantage of everything M...

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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 in chronological order; each beat card will have a footer with a timestamp identifying when the beat’s transa...

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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 go to the financial institution’s website. The options...

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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 questions. It also allows clients to direct users to specific results or features, based on the questions user...

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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 mind, we’ve created a brand new documentation website for our partners with features designed to m...

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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 partners starting Jan. 2. ...

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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 a question about why they’re deleting the account. While this still...

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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 goal but has not added any accounts, a prompt will encourage the user to do...

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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 available only in the Accounts widget. This won’t be available on primary accounts ...

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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 users to include or exclude specific accounts being display...

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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 in the mobile transa...

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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 transaction's payee name and category, either of which wou...

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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. To use this new enhancement, please contact your client strategy consultant. This fea...

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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, in this case), only if passwords meet all the requirements. When using VoiceOv...

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

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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 option and setting. Users will also be able to save their ...

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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 messy data through categorization and classification of each processed transaction. Now, we’re pro...

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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 scroll to see them. If a subscri...

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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 to MX’s developer portal: For clients with a default institu...

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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 to add new financial institutions when they were i...

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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 amount of money by automatically transferri...

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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 43 INDIVIDUAL 44 REGISTERED_RETIR...

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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 want is a guided tour, someone there to explain everything and make it easy fo...

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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 feature, we’re also improving the mass categorization e...

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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 chips only to find they’ve been mostly crushed to smithereens. And of course, the dreaded superfluous...

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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 new aggregation types to Atrium. When aggregating...

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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 we provide. So we're dropping it. For years, we've talked ab...

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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 partners and end users in the cleanest, most usable way possible. So we’ve added a few feat...

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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 rules inside the...

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Money managementAccessibility 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 Android devices, choosing a larger text size in settings would cause Hel...

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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 of November.' That felt great! It's also completely true. Here's what you'll be getting at the end of the month:...

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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 resource, rather than the less useful status field...

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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 resent. No screen changes, no complicated retries — just tap the new “Resend Code” butt...

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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 the first time ever on mobile. These include: Manag...

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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 resource, rather than the less useful status field o...

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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 line. Specifically, we updated a half-dozen modals to bring them in line an...

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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 of actionable data. Our Cash Flow feature used t...

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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 will soon have a refreshed look, plus some cool new features. We’ve also intro...

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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 apologies to the clearly insane members of gyms, we have added the ability to set up automatically recurring...

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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 a category Icon at the top for quick visual referen...

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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 thinks you won’t notice? Whatever the reason, Cash Flow will soon ...

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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 moving money should also be a core feature of any mobile banking app...

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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 move is is not expected to have any impact on functionality. Please reac...

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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 Ruby, Python, Node, Java, Go, and Elixir. Just click the appropriate tab and your examp...

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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 clicks the “add manual transaction” button but does not have a manu...

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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, we've refined the Spending widget to add a filter based on accounts. User...

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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 when important information is missing, and we’ll prompt end users to provide said i...

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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 updated; however, this release will update the remaining widgets, specifically the Master widget, Debts, ...

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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 password so you can check it for mistakes. The only irony is you'll probably...

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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. Marking an account as “business” will add the new business tag to every past a...

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Release Window:Phase 1: September 25 – October 7thPhase 2: October 21st – November 4thWhat’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 information like the user’s credentials, their financial institution, the accounts held with th...

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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 di...

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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 paymentsRedesigned Dashboard The Helios Dashboard has been redesigned to make it even easier for users to navigate. Each panel on the ...

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CHANGES TO MX WIDGETSGoals 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 to budget amounts now save properly in IE11.Transactions Layout alignment is n...

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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, we’ve opted to keep hide accoun...

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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, Help, Notifications, Settings, and Manage Institutions —...

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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 a list view. It shows the same information as our trend-line visualization, but in a format that is more famil...

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