Personal Finance includes a direct support system called “Zendesk”, allowing you to submit questions and request assistance from an MX Analyst. Simply click on the “help” icon from the top menu and choose the “Request Support” button. Enter a...
MX will run in IE however, like most applications today, it was written for Chrome and Firefox. If the page alignment looks “off”, have the user try it in Chrome or Firefox.
Balances for external accounts are only updated once after nightly processing. Any intra-day transactions will not display or affect balances until the following business day.
Same-day transactions (such as POS / Debit Card purchases and cash withdrawals) do not update immediately within MX. Updates are pushed numerous times during the business day, so, you might not see it until the next one.
Categories established in Internet (Online) Banking do not get pulled into Personal Finance, so they will not sync. The categories in MX tie into MX features and related calculations.
