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Insights - Spending Wheel

Click here for a step-by-step tutorial on how to update your goals on Insights.

In the Goals Section Click Pay off Loans

  • Choose the account you would like to pay off . (This includes both internal and external accounts).

  • Choose a complete by date

  • It will give you a goal summary at the bottom what amount you are paying off and how much you need to pay per month to meet your goal by the complete by date.

Budgets can help you track and control your spending in select budget categories. You can use budgets to track all of your regular household expenses, or just specific categories that you want to monitor more closely. Budgets are useful for setting and working towards financial goals, or simply being more aware of your spending habits.

The Spending Wheel displays your spending across all categories for the time period selected. Use the date range selector to specify what date range you would like to view.

You can click on a category from the list, or in the wheel, to view your subcategory spending. Then click the center of the wheel or from the list to view the specific transactions in the selected subcategory.

*Note: Your transactions must be categorized for the Spending Wheel to show actual spending. If your spending in a given category looks wrong, review your transactions for inaccuracies.

When accounts are initially added to an external account, an initial request of 90 days of history will be made. After the initial account setup, Insights PFM will pull new transactions from the last 30 days, so you must sign in at least once every 30 days to avoid creating a gap in your data.

When the consumer accesses the account each day the account will be updated with the recent transactions for the account. Currently there is no limit to archival history.

Review your transactions to make sure they are categorized correctly. A “missing category” is caused by a large income transaction that has been categorized inappropriately.

Mainstreet Credit Union is dedicated to supporting our members' financial journeys with trusted local services in Kansas City, MO and Kansas.

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