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Set up Yodlee feeds in Reckon One
This article has changes awaiting an upcoming release. Please do not publish these changes until the feature has been released.
Learn how to set up Yodlee feeds in Reckon One. Learn more about Yodlee feeds to decide if they're right for you.
Before adding a Yodlee feed
Before you can start using Yodlee feeds with your Reckon product, there are a few steps you may need to complete. You will require your bank login details and the device used for 2FA if applicable.
Once a connection is established, it can take up to 1 hour to see transactions.
Add a Yodlee bank feed
You'll be prompted to add a bank feed as part of adding a new bank account. If you skip this step, or if you wish to add a bank feed to an existing bank account, go to the Bank accounts screen in the Banking menu and click Connect bank feed next to the bank account you wish to add the feed to.
- Before you add a feed, you'll be shown bank feed options that are suitable for your bank and account type. To set up Yodlee, click Continue with Yodlee. If you don't see this as an option, you'll need to read up on and choose from the bank feeds options that are shown for you.
- Follow the Yodlee Signup wizard, which will require you to share your online banking credentials.
- You'll then be prompted to link your feed to a Reckon bank account.
Read more
- The next step is to link your bank feed to a bank account in Reckon One
- Learn how to view and modify bank feeds
Need more help?
Ask the Reckon Community at: https://community.reckon.com
Or Log a Support Ticket: https://www.reckon.com/au/support/
