When transactions are initially passed into MX from Internet banking, categories are assigned based on complex business logic. Some transactions however will end up being “uncategorized” because the business logic didn’t find the key data values it’s looking for....
This is a design feature to ensure financial data security. The description of the account type will be displayed (the account type, NOT a personal “nickname”).
There may be an issue with the aggregator that is currently trying to pull the data from the financial institution. This should be reported through Zendesk.
There are several reasons why this can happen – from the online or mobile banking outages to aggregator issues. If the issue hasn’t reconciled itself same day, you can enter a Zendesk help ticket or check the account the following day, the expected account data...
