How to Report Transaction or Account Classification Issues

If transaction details, account visibility, or account presentation do not look correct, MX may be able to help investigate. The fastest path is to describe exactly what is wrong and provide examples.

Common issues this covers

• Incorrect transaction categorization

• Duplicate transactions or duplicate accounts

• Missing transactions or missing accounts

• Closed accounts that still appear visible

• Accounts that appear to be labeled incorrectly

What to include in your report

• Company name

• Affected user or member example

• Name of the affected financial institution

• Specific account or transaction examples

• Screenshots showing the issue

• Date the issue was first noticed

Important expectations

Not every classification issue can be corrected immediately. Some account or transaction attributes may depend on source data provided by the financial institution or an upstream provider.

MX can review the issue, confirm whether the behavior is expected, and determine whether a correction path exists.

Suggested request example

Hello, one of our users has an account that appears to be labeled incorrectly, and we would like this reviewed. The affected institution is [Institution Name], and we first noticed the issue on Jul 22,2026. We have included screenshots and an example account for investigation.