MX

GuideMe
So many financial goals – Some BIG – some small… and they just keep on appearing. It’s hard to keep up – let alone keep track… where do you even start? Without a path to walk down, your financial goals can quickly become fading aspirations, or worse yet, forgotten dreams.

That’s why MX re-imagined goals, and created a better way to visualize, interact with and actually achieve them.

Another innovative solution to offer your account holders, from the company that is changing the way people feel about financial management.

Debt Management
MX has been designed to give you step-by-step instructions on how to get your debt under control. See all of your debts, along with corresponding balances and interest rates, in a simple view that gives you a clear picture of your financial situation.

Net Worth
Get a contextually accurate data visualization of your assets vs. liabilities. Quickly determine if you are moving in the right direction – and to what degree. Even the smallest changes are easy to see and place in context.

Functionality

In the past, services like bill pay have strengthened ties between financial institutions and account holders. As a result, there was a consolidation in loyalty. Financial institutions that were slow to act missed out and lost account holders to those financial institutions that adopted bill pay early.

Today data-driven money management has created a very similar scenario, but on a much grander scale, and with much more at stake. Account holders will seek out and find the convenient, engaging, and complete money management experience they are looking for. The question is, will it be with you or someone else?

Account Aggregation
MoneyDesktop gathers basic financial information from all of your financial accounts and organizes it into one place. Checking, Savings, Credit Cards, Mortgage, Auto, Investments, Retirement, and more . . . within minutes of a simple one-time set up, you will be able to visualize and interact with all your financial data – all in one convenient place.

Bubble Budgets
MoneyDesktop allows you to create relative budgets based on your actual spending history, income, debts, and expenses. Visualize and interact with your budgets in new and meaningful ways using MoneyDesktop’s Bubble Budgets.

Since not all budgets are created equal, using circles or bubbles to represent budgets allows you to quickly identify budgets that need the most attention.

Expense Tracking
MoneyDesktop automatically categorizes and tracks spending from your various financial accounts, allowing you to get powerful insights on where, when, and how you spend. No more cumbersome spreadsheets and bookkeeping – MoneyDesktop learns your spending behaviors and does the work for you.