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/538754023
Additional Resources: https://academy.mx.com/hc/en-us/categories/360004383411-Online-Tools-
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Best answer by Jingqi WuView original