Views Supported Insights

Following is the list of views supported insights and links to their implementation details:

Sr. No.	Insight Title and Implementation Details	Description
1	Bill Changed	Generates an insight when a recurring bill changes by more than a configured threshold.
2	Bill Not Paid	Generates an insight if a recurring bill has not been paid for more than a configured number of days.
3	Bill Paid	Generates an insight when a recurring bill is paid.
4	Card Payment Due Reminder	Generates an insight when a credit card payment is due in the coming days based on a configured threshold.
5	Card Statement Available	Generates an insight when a new credit card statement is available.
6	Count of Transactions by Merchant	Generates an insight that provides spending trends (based on transaction count) by merchants over a configured time period.
4	Financial Fees	Generates an insight that provides financial fee trends over a configured time period.
5	Income Exceeded Threshold	Generates an insight when income for the current month is more than a configured threshold.
6	Large Deposit	Generates an insight when a deposit is posted that is more than a configured threshold.
7	Large Purchase	Generates an insight when an expense is posted that is more than a configured threshold.
8	Net Income Summary	Generates an insight that provides net income trends over a configured time period.
9	New Bill	Generates an insight when a new recurring bill is detected.
10	New Subscription	Generates an insight when a new recurring subscription is detected.
11	Refund Deposited	Generates an insight when a refund is posted that is more than a configured threshold.
12	Spending by Category	Generates an insight that provides spending trends (based on $ amount) by category over a configured time period.
13	Spending by Detail Category	Generates an insight that provides spending trends (based on $ amount) by detail category over a configured time period in a specific account of the user.
14	Spending by Merchant	Generates an insight that provides spending trends (based on $ amount) by merchants over a configured time period.
15	Subscription Changed	Generates an insight when a recurring subscription changes by more than a configured threshold.
16	Subscription Not Paid	Generates an insight if a recurring subscription has not been paid for more than a configured number of days.
17	Subscription Paid	Generates an insight when a recurring subscription is paid.
18	Upcoming Bills	Generates an insight that lists upcoming recurring bills within a configured time period.
19	Upcoming Subscriptions	Generates an insight that lists upcoming recurring subscriptions within a configured time period.