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, select the Bank Connections section
3. If you find your bank in the top 12 popular banks, select it
4. Otherwise, if you don’t find your bank, select 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, select it
5. If your bank is not listed or available, please submit a request to have your bank added here
6. Once you’ve selected your bank, enter in your bank’s login credentials and select Submit
   
7. If requested, answer any security or verification questions until all have been answered correctly and select Next
8. 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)
   
   
9. Once all accounts have finished loading, either: 
   1. Select 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. Select the Nickname field to add a nickname, then select Save Changes
            
            
         2. Select 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 select the Delete button to confirm
            3. Next, select the X button in the top corner to close the Delete Account confirmation
   2. Select Import to import all selected accounts
10. 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
    
    
11. Select Done
12. You’ll now be taken back to the Bank Connections section, leave this page open for at least 10 minutes
13. After 10+ minutes, a confirmation will appear, and the status next to your bank account will display as Updated <1 minute ago
14. 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, select the Advanced Search button and choose Uncategorized Expenses in the Category field, and select 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. Select the Expenses section
2. Then select the pencil icon on the right side of the expense you want to edit
3. If the expense does not have a category yet, select Choose a category and pick one
4. If the merchant is not filled out, select Add Merchant and enter in a new merchant or choose from an existing list
5. Check the box off next to Apply to future imported expenses
   
   
6. Select Save to finish.