Credit Card transactions no longer available in Reckon One after creating a new Yodlee feed

Legacy KB ID: 5620

Question

I had to delete my old credit card Yodlee feed and create a new one.  I’ve linked by bank ledger account to the new feed but I still can’t see the latest transactions and my available download has reduced to zero. Why?

Answer

New Yodlee feeds will obtain 3 months of past transactions.  It is possible that your setting for the number of days of transactions to download is set too far back and you are downloading transactions that have been processed under the old Yodlee connection and consuming your allowance.

Workaround

Contact BankData Support on bankdata@reckon.com and explain your circumstances and await further direction.

Before downloading transactions adjust the BankData retrieve last value to capture back to your last download.

1.       Select the cogwheel in the top right hand corner of the screen, then select Settings and go to Book settings in the General section.

2.       In the BankData Retrieve last field, set a smaller value back to your last download.

3.       Save

4.       Adjust later back to your normal range.

Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonone

Or Log a Support Ticket: https://www.reckon.com/au/support/