Spending

Updated
  • 1 minute(s) read
Prev Next

The Narmi Banking Spending widget, visible below Total Available Cash, provides consumer users with quick insights into their financial activity by category. This feature leverages MX’s Personal Finance Management solution, which automatically aggregates and categorizes transactions from both internal and externally linked accounts. To enable this feature for your institution, please contact your Narmi Relationship Manager.

Account balances and recent transactions overview for Katherine's finances and spending summary.

Key Features

The Spending pie chart displays the total amount of transactions across all accounts.

  • See spending and income by category.

    Overview of spending categories with total amount displayed prominently.

  • Filter the accounts shown by selecting the filter icon.

    Spending section with date range selector and filter icon for financial overview.

  • Apply a custom date range by selecting the dates from the dropdown.

    Spending section displaying date range from October 1 to October 10.

  • View all transactions related to spending, income, or specific categories.

    Spending overview showing total amount and option to view transactions for selected dates.

For even more financial insights using the MX PFM tool, go to Trends.

Related articles