financial-wellness-expense-income-analysis

Expense and Income Analysis

Charting expense and income has never been easier or more accurate; your customers will thank you.
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Expense and Income Analysis

With Envestnet | Yodlee Expense and Income Analysis, spending and income categories are displayed graphically to highlight categories and trends that help consumers manage their spending. The app leverages Transaction Data Enrichment to accurately categorise transactions and provide greater context for their expenses.

This product is available via
  • APP
  • API

Envestnet | Yodlee Expense and Income Analysis

Key Benefits

With greater insight into income and expense patterns, you can provide customers the info needed to achieve financial wellness, provide meaningful advice and better cross-sell options.

Responsive User Experience

Ability to view income and expenses in an engaging, responsive user experience

Automation

Automatically categorises transactions into easy-to-use categories that can be viewed by a set time period

View Historical Trends

User can view historical trends in each category to compare performance now vs a few months ago

 

Advanced Filters

Filter by date ranges, accounts, and groups for easy analysis

Categorisation

Ability to view categories by a set time period

Tools for your success