Introducing Yodlee Bank Feeds

[QFMathew]

Hi @AsherJac

I’m not sure why it wouldn’t be finding any transactions if it’s managing to log in all OK. I’ll send you a private message to get some more information regarding this.

@AsherJac

Also, when I click on ‘Refresh bank feed’ it asks me to put in the code from my code generator

If your bank relies on 2 factor authentication, such as a one time code, or a SMS, then unfortunately automated feeds aren’t possible. There’s more on this in our Yodlee article (here), but I’ve quoted that specific part below for reference:

Some accounts rely on multi-factor authentication for access (e.g. HSBC). In such cases Yodlee are unable to automatically connect and download your transactions, however you can still retrieve them within QuickFile by performing a manual refresh and supplying a multi-factor token when prompted to do so.