Workflow Guide
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Workflow Guide
Spending Analysis
How to Connect Edward Jones - U.S. Clients Access for Spending Analysis
Classify merchant activity, recurring charges, and category trends for daily cash-flow control.
Implementation steps
- 1
Connect the institution and confirm account scopes for transaction syncing.
- 2
Normalize transaction categories, recurring merchants, and transfer mappings.
- 3
Run weekly exception reviews for large merchant shifts and category drift.
Required evidence
- Merchant-level transaction visibility
- Recurring charge identification
- Category trend and variance monitoring
Edward Jones - U.S. Clients Access-specific considerations
- Monitor Edward Jones - U.S. Clients Access balances and cash movement in a single timeline.
- Review Edward Jones - U.S. Clients Access merchant spending with category and trend context.
- Track recurring Edward Jones - U.S. Clients Access bills and transfers month over month.