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      How do I set up a Bank Connection with Yodlee?

      To get expenses automatically imported from your banking, you can connect your credit cards, bank accounts and PayPal accounts in the Bank Connections area on the web version of your account.

      The below steps are for worldwide users except for United Kingdom, France, Ireland and Spain. If you are based in the United Kingdom, France, Ireland and Spain, you can follow the steps here instead.

       

       

      Add a Bank

      1. Click on the gear icon in the top left corner
      2. Click on Bank Connections
      3. If you see your bank in the top 12 popular banks, click on it
      4. Otherwise, if you don’t see your bank, click on the Find your bank link below the top 12Find 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
      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 press SubmitLogin credential fields to connect to your bank.
      7. Answer any security/verification questions until all have been answered correctly and press Next
      8. Stay on this page and wait for all your accounts to finish loading (all spinning icons disappear)
        Bank accounts linking in progress notification.
      9. Once all accounts have finished loading, you can remove any unwanted accounts as well as rename any accounts (to help remember which account is which) using the Remove or rename account links
        Rename or remove account links on setup page.
      10. When you’re done, click on Import
      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 customDropdown 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 (you can use your account in another browser tab)
      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. From here, you can go to the Expenses section and start organizing your newly imported Expenses.


      To look for Expenses that have not been assigned a Category, you can click on the filter icon next to the search box, check off both Imported expenses and Uncategorized expenses boxes, and click on Apply.
      ImportedUncategorizedExpensesBoxes.png
      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

      To save you time, you can have Categories remembered for future Expenses that are imported in. To utilize this feature, simply edit one of your imported Expenses, and check off the box next to Apply to future imported expenses:Automatically categorize expense checkbox on expense.
      Once you enable this, FreshBooks will recognize imported Expenses from the same Vendor and will categorize them with the remembered Category moving forward. The Vendor field must be filled out in order for the auto-categorization to work.

      Looking for more information on your Bank Connections? Go here instead.

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