Accounts

With this widget you can see a summary of your bank accounts, download bank statements and see each transaction made in detail during certain periods of time.

Installation:

modyo-cli get modyo-widgets-retail-accounts

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Checking Account

Functionality	Description
Checking Account Summary	Presents the status of the account and, if applicable, the status of the associated credit line. The specific information is presented both numerically and graphically.
View recent activity	Presents the latest transactions that have been made within the account, ordered by date. Also included is the ability to search within the displayed transactions.
Account Statements	Displays account statements from previous periods which can be expanded to show the transactions of each selected account statement, sorted by date. Clients can also search within the displayed transactions.

Savings Account

Functionality	Description
Savings Account Summary	Shows the account status similar to what is presented for a checking account, but with the difference that savings accounts have no checks and no associated lines of credit. Specific information is presented numerically within lists.
View recent activity	Shows the latest transactions that have been made within the account, sorted by date. Also included is the ability to search within the displayed transactions.
Account Statements	Displays account statements from previous periods, showing the transactions of each selected account statement, sorted by date. Clients can also search within the displayed transactions.