Expected Release: April 14 - 21

New Mini Widgets

We are adding 3 new mini widgets as well as 1 new size for mini spending.  Bubble Budgets, Accounts, and Transactions are now available in 400 x 400 sizes.  Mini-Spending has been adjusted from the 250 x 450 size to also fit within a 400 x 400 frame.

Clients who implement mini widgets will need to provide a link next to the iframe so the user can access the master widget for full functionality.

Spending

The spending wheel has been adjusted to fit in a 400 x 400 frame.  The toggle to view income has also been added.

Bubble Budgets

Bubble budgets displays several tiers of data allowing a user to drill all the way into transactions.

Accounts

Mini-accounts shows a scrolling account list of all the users accounts.  A smaller version of account details shows when a user clicks on an account.

Transactions

Transactions show the default 30 days and allows the user to adjust the timeframe.  A smaller version of transaction details shows when a user clicks on a transaction.

Frequently Asked Questions

How does a user get from the mini widget to the master widget?

We recommend that clients provide a link to their implementation of the master widget next to the iframe for the mini widgets.  This gives the user quick access to full functionality available in the master widget.

What will users see if they have never used MoneyDesktop?

A user must be created in order to open a widget.  Because of this, we recommend clients implement the SSO and Terms and Conditions when a user logs into online banking.  If users cannot be created when logging into online banking a place holder will need to be displayed instead of calling the widget.

Disclaimer

Nothing contained herein may be reproduced, copied, or replicated in any form, including print and digital media, without the express and written authorization of MoneyDesktop, Inc. The information contained herein is confidential and proprietary to MoneyDesktop and at all times shall remain the exclusive property of MoneyDesktop; any unauthorized distribution is prohibited. Such information shall be subject to protections afforded to confidential and/or proprietary information and is being provided for informational purposes only and shall not constitute a legal contract between MoneyDesktop and the recipient. Although reasonable effort is made to present current and accurate information, MoneyDesktop makes no representations, guarantees, or warranties of any kind; MoneyDesktop expressly disclaims all implied warranties, including any warranties of merchantability, satisfactory quality, title, or fitness for a particular purpose, to the maximum extent permitted by applicable law. No legal liability or other responsibility is accepted by or on behalf of MoneyDesktop for the content of this document (including any errors, omissions, or statements contained herein) or for the consequences of any actions taken by the recipient on the basis of the information provided for herein. The foregoing information is being provided as a courtesy only and is solely intended to provide the recipient with provisional information, such as forthcoming product updates and/or anticipated dates of release. Any information contained herein is subject to change (at MoneyDesktop's sole discretion) at any time, with or without notice to recipient.


MoneyDesktop
251 W. River Park Dr, Suite 200
Provo, UT 84604
801.669.5500