Transactions for Yodlee accounts suddenly stop

Legacy KB ID: 5468

Question

Why have transactions to my Yodlee accounts suddenly stopped?  I am still receiving transactions for direct bank feeds.

Answer

On the Bank Feed Management screen, on the relevant Yodlee line, click on the link in the Status column and enter your current bank internet login credentials.

 

The Issue

To access Bank and Credit Card accounts, Yodlee needs to have your bank internet login credentials.  When you change the password on the bank site you need to inform Yodlee of the new password.  Otherwise Yodlee will be rejected by the Bank next time it tries to get a copy of your latest transactions.

 

Workaround

1.    Go to the Bank Feed Management Screen;

a.       IPA Books+: Banking > Bank Connections > Connect an Account;

b.      Reckon Accounts:  login to bankdata.reckon.com

2.       On the Yodlee line, click on the link in the Status column;

3.       Enter your current bank internet login credentials;

4.       Wait a few minutes as Yodlee retrieves transactions since the last update;

You will be able to download transactions once the update process has completed.

 

Yodlee can retrieve transactions for up to 3 months in the past.  If you still have a gap between your previous update and this update you’ll need to export a list of these transactions on your bank internet site to:

·         QIF formatted file for import to Reckon Accounts

·         CSV or QIF formatted file to IPA Books+

To import these transactions:

·         Reckon Accounts:  Banking > Import Bank Statement > and follow the prompts

·         IPA Books+: Banking > Bank Accounts > your bank account > New tab > Manual Upload > and follow the prompts.

Manually imported transactions do not affect your download limit. 

 

Need more help?

Ask the Reckon Community at: https://community.reckon.com/reckon.



How did we do?

Unexpected Error Adding Yodlee Feed for BankData

You don’t have permission to request bank feeds for this account error when attempting to download B

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