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.
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 âuncategorizedâ because the business logic...
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 ânicknameâ).
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. Â If the issue hasnât reconciled itself same day, you can enter a Zendesk help ticket or check the account the following...