Troubleshoot Yodlee

If you have a problem with transactions or connecting to an online bank account or credit card account for Yodlee, review these resources and troubleshooting tips.

Tip: Before you begin, verify you're using the correct login credentials for the online account. If the online bank you need isn't supported by Yodlee, complete the Yodlee New Site Requests form to file a suggestion. There isn't a guarantee that Yodlee will add the account.

  • If you have unmatched transactions that disappear from the feed after refreshing Yodlee, it's possible the transactions didn't have a post date from the financial institution. Only transactions with a post date download to Financial Edge NXT.

  • If you're missing transactions from the feed, search Financial Edge NXT to locate them. To resolve, review Knowledgebase details about searching for credit card transactions.

  • Unmatched transactions duplicate when online transactions change between refreshes from Yodlee. For example, you download transactions and don't clear them. Before you refresh Yodlee again, the financial institution changes the description for a transaction. This causes the transaction to duplicate the next time you refresh and download transactions from Yodlee.

    When this happens, ignore the original transaction in the feed and match the most recent one to a transaction record in Financial Edge NXT. If you want to verify the update is accurate, check with your financial institution.

  • It's possible for transactions to duplicate in the bank account and credit card account feeds. This happens because Yodlee uses industry standard data scraping or open banking technology to securely collect transactions from your account's website. You should ignore these in Financial Edge NXT. To resolve, review Knowledgebase details for duplicate transactions from the bank or credit card feed.

The Member Site Account (MSA) ID or Provider ID is an 8-digit, unique identifier that Yodlee uses to connect to the bank account or credit card account website for credit card feeds. To resolve, review Knowledgebase details about finding the MSA ID. If you're unable to find it, send the following information to Blackbaud Customer Support.

  • Exact name of the bank account or credit card account website and its URL.

  • Page URL after you're logged in to the bank account or credit card account website.

  • Video or image of the credit card account website displaying the credit card.

  • Zipped folder that contains the HTML for the account summary page and the transaction details page. Review Knowledgebase article about saving a web page in HTML format.

  • Last four digits of the credit card number.

  • Number of credit cards linked in the feed.