Bank Account number incorrect for a Yodlee BankData feed

Legacy KB ID: 5310

Question

Why do I continue getting a download error for my bankdata transactions from a Yodlee feed when the BSB and Account Number. and all other fields are correctly entered?

Answer

In some cases – when connecting to your bank account through Yodlee Inc - the configuration of your bank accounts for Online Banking and BankData will need to be different.

In these cases you will need to change how the account number is entered before you proceed with your Online Banking or BankData download action.

If you are using a bank clearing account so that you can have one line entry in your main bank account to match the one entry for the online transaction on your bank statement, then you can configure each according to its needs. 

 

Examples

Westpac (New Zealand)

Normal entry for Online Banking is:

          Branch code: 031234

          Account No:  1234567001

Yodlee Account No display is 03-1234-1234567-001.  It must be listed as:

          Branch code: 031234 (or the default: 012345)

          Account No:  03-1234-1234567-001

 

Citibank (Australia)

Normal entry for Online Banking is:

          Branch code: 242001

          Account No:  1234561234

Yodlee Account No display is xxxxxx1234.  It must be listed as:

          Branch code: 242001 (or the default: 012345)

          Account No:  xxxxxx1234

 

UBank (Australia)

Normal entry for Online Banking is:

          Branch code: 082991

          Account No:  123456789

Yodlee Account No display is 082991123456789.  It must be listed as:

          Branch code: 082991 (or the default: 012345)

          Account No:  082991123456789

 

Known Yodlee Bank display variations

Financial Institution                            Yodlee Format                         Traditional Bank Display

Australian Banks                                                                                  BSB      Acc No

ANZ (Australia) - Banking                       016001412345678                  016001 412345678

BankWest (Australia) - Banking               303-0017654321                     303001  7654321

Citibank                                                 xxxxxx3456                              242001  …..3456

Heritage Bank - Everyday Banki              12345678S13                          638123  12345678

Heritage Bank (Australia) - Ba                 S2198765432                          638123  98765432

UBank (Australia) - Banking                    082991123456789                  082991  123456789

                                   

New Zealand Banks                             

Westpac (New Zealand) - Bankin             03-0401-0765432-000            030401076543200

Bank of New Zealand (New Zeala            02-0500-0456789000              020500045678900

TSB Bank (New Zealand)                        15-3901-0123456-00              153901012345600

                                                                               

Need more help?

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

 

How did we do?

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