How Do I Set up a Bank Connection With Yodlee?

• Add a Bank
• Automatically Categorize Imported Expenses

Add a Bank

1. Before beginning, ensure you’re using the correct steps by confirming which partner supports connections for your country here
2. Using a web browser, click on the gear icon in the top left corner
   
   
3. Click on Bank Connections
4. If you see your bank in the top 12 popular banks, click on it
5. Otherwise, if you don’t see your bank, click on the Find your bank link below the top 12
   
   1. Then search for your bank using the name of the bank (at least 3 letters long), or the bank’s website link
   2. If the name of the bank and the bank’s website link matches what you normally log into online, click on it
6. If your bank is not listed or available, please submit a request to have your bank added here
7. Once you’ve selected your bank, enter in your bank’s login credentials and press Submit
   
8. If requested, answer any security/verification questions until all have been answered correctly and press Next
9. Stay on this page and wait up to 10 minutes for all your accounts to finish loading when all spinning icons disappear (otherwise closing or leaving this page will require you to start over with the steps)
   
   
10. Once all accounts have finished loading, either: 
    1. Click on remove or rename account to delete any unwanted accounts from importing transactions, or to rename accounts to unique nicknames to help identify which account is which
       
       
       1. In the Edit Account section, either:
          1. Click on the Nickname field to add a Nickname, then click on Save Changes
             
             
          2. Click on the Delete Account button to remove this account from being imported
             
             
             1. Check the box off next to All account-related data will be deleted permanently, this means that Yodlee will no longer pick up this account from the connection after it’s been deleted, and no information is deleted from the bank account
                
                
             2. Then click on the Delete button to confirm
             3. Next, click on the X button in the top corner to close the Delete Account confirmation
    2. Click on Import to import all selected accounts
11. A pop-up will ask you to how far back to import Expenses from - choose between Today, 7 Days ago, 30 Days ago, 90 Days ago, or Custom
    
    
12. Click Done
13. You’ll now be taken back to the Bank Connections page, leave this page open for at least 10 minutes
14. After 10+ minutes, you’ll see a confirmation pop-up, and the status next to your bank account will display as Updated <1 minute ago
15. Next, you can go to the Expenses section and start organizing your newly imported Expenses, which can take anywhere from 1 minute to 2 hours to appear depending on the Bank Connection.

To look for Expenses that have not been assigned a Category, click on the Advanced Search button and choose Uncategorized Expenses in the Category field, and click Apply. 

We recommend checking your Bank Connections on a regular basis to ensure your Expenses are consistently importing with no errors or actions required by you.

Automatically Categorize Imported Expenses

1. Go to the Expenses section
2. Click on the pencil icon on the right side of the Expense you want to edit
3. If the Expense does not have a category yet, click on Choose a category and pick one
4. If the Merchant is not filled out, click on Add Merchant and type in a new Merchant or choose from an existing list
5. Check the box off next to Apply to future imported expenses
   
   
   
   
6. Click Save to finish.