How do I activate my bank feed?

I look into that. However, the delayed feed doesn’t seem to be working. The last transaction showing on my account is 19 April, so it is now five working days out of sync. A five /six day delay is unacceptable.

0010

Two recent DC payments to teh same supplier, on two differnet dates. Both identical.

Hello @John_Charnock1

Thank you for your screenshot - I can see that these transactions are the same in your situation. However, as I mentioned above, this isn’t the case for all NatWest users. We can’t just remove the delay and bloat accounts of NatWest feed users with duplicate transactions - it will get messy very quickly where accounts have a high volume of transactions. We can certainly review it if other users report the same, but we would need to see more reports before we can remove it.

Again, I would like to say that we don’t apply this delay out of choice - it’s because of the way NatWest process their transactions. Before the delay was in place users were reporting the same transaction appearing 2 or 3 times. I appreciate this isn’t the case for you, but this delay was added as a result of user feedback (and was agreed with those users at that time). The last thing we want to do is purposely impose an unneeded delay.

Regarding the update on your one account - I’ve located your account and done a manual Refresh and it has returned as no transactions found. But as you have mentioned you are expecting transactions here, I have asked our team to investigate this morning, and if needed reach out to Yodlee to see what’s going on. We will of course keep you updated.

[Edit]
Apologies - I missed your query about BankLine. To confirm, this is treated as a different bank within Yodlee. When you connect the bank, BankLine appears as a separate option to NatWest.

[Edit 2]
@John_Charnock1 - just to let you know, we’ve successfully pulled in 2 missing transactions for you.

I think you should do some tests and not make assumptions that the problems you encountered over a year ago are still present. If we all use the same Nat West platform than I don’t think the “different user” claim is relevant, it is how the platform interacts with the requesting software which is the same for all users.

I would like to see some evidence that the problem you encountered in the past are still present as you are claiming.

J

Firstly we’re not the only accounting software system that does this.

One possible solution is to allow a given user to remove the delay, if they are happy to accept the risk of duplicates.

We invest significant time and resources working around all the different quirks for each of the major UK banks. All these problems stem from the lack of a proper API interface and even being dependent on an aggregation partner like Yodlee does not solve these types of problems, the data we receive still needs to be sanitised.

Right now we are pushing forward with FCA Registration and Open Banking, this model of screen scraping is on the way out and investing significant amounts of developer time on this problem is not going to be productive. Especially when the banks can simply change things on a whim and undo all of our previous work, which has happened numerous times in the past.

Also one thing to note from the above conversation. With Natwest their CSV output does not always match the web output. I know Yodlee parse data from the web page not the CSV file, our Chrome extension on the other hand uses the CSV output.

@John_Charnock1 - Just to let you know that you can remove the delay on the feed if you prefer. You can find out more at the link below:

Thanks, I’ll give it a try and let you know the outcome.

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The evidence suggests something is happening, however, nothing is getting imported into my bank nominal account.

Hello @John_Charnock1

Are the transactions showing in the raw Yodlee data tab? And if so, are they highlighted?

03

yes , I wa slooking at the import time not the transaction time, I have not checked the bank accout but I was expeting to see more. I’ll check online

Just checked my statement on line and there are 5 transactions missing

And just to confirm - they are not showing in the raw Yodlee log, and neither do they appear if you manually refresh the feed? Is that correct?

They are not in the log and I ahve not tried a manual refresh

Can you please try a manual refresh to see if it gives you any errors (e.g. NatWest may be showing an error for your account which may be preventing the data from being accessed).

This be done by going to More Options >> Refresh Bank Feed. This will also give you an option to enter a “start date” to fill any gaps (if your bank permits it)

refreshed , but it didn’t see the transactions

@John_Charnock1 - Apologies for the delay here, I’m been discussing this with a colleague to see exactly what’s going on.

With the 5 missing transactions, NatWest show these for the 30th April but are showing them as “Pending”. It’s likely they’ll appear in the next few days when they show them again, but as “Posted” rather than “Pending”, and likely with a different description.

I thought he tick-box option had eliminated the delay in down loading, does this mean there will always be a 24 hr delay ?

Nothing downloaded last night, same 5 transactions and possibly more are missing.

@John_Charnock1 - These transactions are still showing as Pending. Have they cleared on your online banking?

We have however overridden this on this occasion so they now appear in your account.

My other company account isn’t updating, that 7 days behind current.