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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.
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