How Do I Set up a Bank Connection With Yodlee?

Yodlee, one of our third party connectors, can help you get your expenses automatically imported from your bank accounts, credit cards, and PayPal accounts (Crypto, Investment, Loan and Line of Credit accounts will not be imported). These transactions are imported into your account through a mix of data sharing methods like Open Banking and data extraction depending on the financial institution.
All accounts you set up will appear in the Bank Connections section, and any newly imported expenses (up to 30-90 days of activity) will appear in the Expenses section for you.

The below steps are for specific users in certain supported countries. If you’re not sure which bank connection partner to use, look for your supported country here.

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
    Gear icon in top left corner showing panel with more options to select.
  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
    Find your bank link in Bank Connections section.
    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
    Login credential fields to connect to your bank.
  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)
    Bank accounts linking in progress notification.
  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
      Rename or remove account links on setup page.
      1. In the Edit Account section, either:
        1. Click on the Nickname field to add a Nickname, then click on Save Changes
          Add Nickname field inside edit account.
        2. Click on the Delete Account button to remove this account from being imported
          Delete Account link inside edit account.
          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
            Confirmation screen asking to confirm deletion of account.
          2. Then click on the Delete button to confirm
          3. Next, click on the 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
    Dropdown for date ranges to bring in expenses from.
  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

Advanced search box with uncategorized expenses selected as an expense category to filter results by.

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.

If you’re experiencing issues connecting your bank account, check out our troubleshooting article here.

Automatically Categorize Imported Expenses

If you have a lot of Expenses that are consistently importing in that belong to the same category, you can mark them to automatically apply the category for you next time. This requires that the Expense is imported in with the exact same Merchant name every time for it to be automatically categorized. Use the below steps: 
  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
    Automatically categorize expense checkbox on expense.

  6. Click Save to finish.