Got a question?

Ask the MXcommunity (or us) anything about MX or any other related question that might be on your mind.

  • 33 Topics
  • 25 Replies

33 Topics

K
MXer
kyle.woolstenhulmeMXer
asked in Got a question?

Budgets - How does it Auto-Generate the Budget?

For Budgets that are Auto Generated, Both within the MX widget and through the MX API. What amount of historical transactional data does it look at to come up with the suggested budget amount? Is it 60 days? 90 days? All available transactions?

1
MX Team
Community Manager
10 months ago
E
Erika WangSpecialist
asked in Got a question?

Is there an ability to send SMS/SMTP messages to users based on MXinsights using the APIs?

"Is there an ability to send SMS/SMTP messages to users based on MXinsights using the APIs? For example – if you see a potentially duplicate charge at Target can we notify them? Or if they cross a certain threshold of spending can we notify them? Or do Insights simply show up in the “feed” when they’re logged in?

1
MX Team
Community Manager
10 months ago
E
Erika WangSpecialist
asked in Got a question?

What counts as a session for MXaccess?

For MXaccess does a session count each time a person uses a token or is it session per day? For example, if a person logs in 5 times a day, does that mean it is 5 sessions? 

1
MX Team
Community Manager
11 months ago
J
jasonweberSpecialist
asked in Got a question?

How do i handle members who are not in a connected status?

How do i handle members who are not in a connected status?

1
Jingqi Wu
Community Manager
11 months ago
E
Erika WangSpecialist
asked in Got a question?

In the mini widget, what does the 'view more' CTA button do?

In the mini widget, what does the 'view more' CTA button do?

1
Jingqi Wu
Community Manager
11 months ago
erin.caldwell
Community Manager
erin.caldwellCommunity Manager
asked in Got a question?

What does verification do for me?

What does verification do for me?

1
Mike.Lott
MXer
11 months ago
E
Erika WangSpecialist
asked in Got a question?

Do you have any demo apps available?

Do you have any demo apps available?

2
Mike.Lott
MXer
1 year ago
J
jasonweberSpecialist
asked in Got a question?

What does Identity do?

What does Identity do?

2
Mike.Lott
MXer
1 year ago
SamHoward
MXer
SamHowardMXer
asked in Got a question?

We want to understand how MX interprets the field is_income?

We want to understand how MX interprets the field is_income?

1
Jingqi Wu
Community Manager
1 year ago
SamHoward
MXer
SamHowardMXer
asked in Got a question?

Can we say that the posted_at field is when the transaction was initiated, and the transacted_at field is when the amount actually hits the balance?

There are two date fields: posted_at = The date and time the transaction was posted. transacted_at = The date and time the transaction took place. Can we say that the posted_at field is when the transaction was initiated, and the transacted_at field is when the amount actually hits the balance?

1
Jingqi Wu
Community Manager
1 year ago
E
Erika WangSpecialist
asked in Got a question?

Are there statistics on what percentage of my users are able to successfully connect to an FI?

Are there statistics on what percentage of my users are able to successfully connect to an FI?

1
Jingqi Wu
Community Manager
1 year ago
erin.caldwell
Community Manager
erin.caldwellCommunity Manager
asked in Got a question?

What does aggregation do for me?

What does aggregation do for me?

1
K
MXer
1 year ago
E
Erika WangSpecialist
asked in Got a question?

Oauth Redirections

I am doing a mobile integration and am struggling to handle the Oauth Redirections. What to do here?

1
K
MXer
1 year ago
E
Erika WangSpecialist
asked in Got a question?

How do I know when identity job has been finished?

How do I know when identity job has been finished?

1
K
MXer
1 year ago
J
jasonweberSpecialist
asked in Got a question?

How do I test my integration? Do you have demo accounts available?

How do I test my integration? Do you have demo accounts available?

1
K
MXer
1 year ago
E
Erika WangSpecialist
asked in Got a question?

How do I retrieve account and routing number after IAV call?

How do I retrieve account and routing number after IAV call?

1
K
MXer
1 year ago
J
jasonweberSpecialist
asked in Got a question?

What insights are available for the MXInsight widget?

What insights are available for the MXInsight widget?

1
K
MXer
1 year ago
S
svati.sundara-murthySpecialist
asked in Got a question?

What does Balance Check do?

What does Balance Check do? 

1
Jingqi Wu
Community Manager
1 year ago
SamHoward
MXer
SamHowardMXer
asked in Got a question?

"When does the widget time out? When we stay a few minutes in the initial screen without iteration, a timeout screen is shown. "

When does the widget time out? When we stay a few minutes in the initial screen without iteration, a timeout screen is shown. 

0
SamHoward
MXer
1 year ago
S
svati.sundara-murthySpecialist
asked in Got a question?

Why does AvailableBalance: return null, at times?

Why does AvailableBalance: return null, at times?

0
S
1 year ago
erin.caldwell
Community Manager
erin.caldwellCommunity Manager
asked in Got a question?

Under what circumstances does calling either aggregation or check balance NOT result in the user's bank account balance being retrieved in real time?

Under what circumstances does calling either aggregation or check balance NOT result in the user's bank account balance being retrieved in real time?

0
erin.caldwell
Community Manager
1 year ago
erin.caldwell
Community Manager
erin.caldwellCommunity Manager
asked in Got a question?

Does MX offer customization on its Widgets?

Does MX offer customization on its Widgets?

0
erin.caldwell
Community Manager
1 year ago
J
jasonweberSpecialist
asked in Got a question?

How does the Notification Settings widget work and how do Notifications work in Mx Widgets

  How does the Notification Settings widget work and how do Notifications work in Mx Widgets

0
J
1 year ago
S
MXer
Sadie AndreasenMXer
asked in Got a question?

Looking for Web Tool Tutorials?

Also called Money Map, Money Insight, or something similar, depending on your financial institution. Check out our Help Desk Web Tool videos to learn more about your web-based banking tools!Learn how to use these videos here: https://vimeo.com/538754023Additional Resources: https://academy.mx.com/hc/en-us/categories/360004383411-Online-Tools-Still need help? Comment below and we can help you find what you’re looking for. 

1
Jingqi Wu
Community Manager
1 year ago
Jingqi Wu
Community Manager
Jingqi WuCommunity Manager
asked in Got a question?

How to submit a ticket?

Here are some of the best practices on submitting a ticket: https://academy.mx.com/hc/en-us/articles/5126500636557-Submitting-a-Ticket-Best-Practices#heading-4 

1
Jingqi Wu
Community Manager
1 year ago

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