Budgets - How does it Auto-Generate the Budget?

  • 21 November 2022
  • 1 reply

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?


Best answer by MX Team 21 November 2022, 21:15

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Hi Kyle, 

It looks at the last two complete months of transaction history. So if I'm generating a budget on 11/3 or 11/23, it's going to look at September and October averages.


For more details, please check out this article on Auto-generate Budgets: