Yodlee - how can I import my transactions?

[Cherry]

Hi, To make things really easy I have now bought Yodlee and it is active, so how do I now get my Santander accounts to seamlessly appear in the banking area? Sorry but I am completely new to this and I’ve had several hours of trying to organise TSB but they now only let you download 3 months and after several days I have not managed to download, upload anything. Any help gratefully received. Thank you

[QFMathew]

Hello @Cherry

The feed will automatically run tomorrow morning to pick up today’s transactions. The following is extracted from our user guide:

@QFMathew

We connect to Yodlee once every 24 hours, just after midnight to refresh your bank feed for the previous day. You also have the option to perform a manual refresh on your account whenever you choose, although you can only make one manual refresh per 30 minute interval.

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.

However, you can go to More Options >> Refresh bank feed to manually refresh it. Where available, you will be presented with an option for a “start date” and we will attempt to pull in transactions from that date up to today. This does depend on the bank itself. If the bank doesn’t support it, Yodlee won’t be able to do it.

So in the case of TSB for example, where they only offer a maximum of 90 days online, it’s likely that this will be the limit of Yodlee too.