Yodlee and HSBC - what are the advantages?

Support
1

Hi all,
I am thinking of subscribing to Yodlee but I have an HSBC business account. I understand that it won’t auto sync, so is there any benefit in subscribing to Yodlee? Can some HSBC business account user illuminate me please.
Many thanks,
Solar

2

Hi @solarpower03

The benefit of Yodlee with a HSBC account would be that you can pull in all your recent transactions at a click of a button.

If you have a large number of transactions and are currently importing them, or exporting a CSV and re-importing it, then Yodlee would save a bit of time by simply clicking “refresh”, entering your secure key code, and Yodlee would do the rest all within your QuickFile account.

I hope that helps!

3

Thanks Mat. Well, i have subscribed to both poweruser and Yodlee, would see how it goes!

1 Like
4

No problem! Let me know if you need any help :slight_smile:

5

This topic was automatically closed after 7 days. New replies are no longer allowed.