Forcing an immediate update of your Yodlee bankfeed

Legacy KB ID: 5634

How can I force my Yodlee connection to get the latest available transactions?

On the Bank Feed Management screen click on the Re-Auth in Action column and follow the prompts

The Issue

From time to time you may not have the latest available transactions for your Yodlee bank feed. This may result from

· a need to update your bank login credentials with Yodlee;

· Yodlee not being able to access your bank account on its daily update; or

· other technical issues that may arise.

You can launch an update independent of the normal daily cycle and get your transactions updated.

Who does this apply to?

Users with Yodlee feed to either bank or credit card accounts.

This solution does not apply to direct bank feeds.

Step:

Reckon One:

1. Go to the Bank Feed Management screen:

Banking > Bank Connections > Go to the bank account and Click Re-Auth.

Reckon Accounts Hosted:

> Login to portal.reckon.com> Bankdata>Bank Feed

Or you may Launch Fast Coding from the Hosted Dashboard

2. On your Yodlee Feeds, click on Re- Auth button.

The Yodlee status here will vary depending on the state of your Yodlee feed – Active, Re-Auth, Yodlee Error, etc

3. Enter your current bank online credentials

4. If your bank login uses additional security, enter the security code sent to you when requested.

5. Allow about 10 minutes for Yodlee to retrieve your transactions and update your Bankdata record.

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