Account Details

 

What is the Account Details tab?

The Account Details tab displays detailed account information and transactional activity (where applicable) for accounts that have been added to Yodlee Personal Finance. The Account Details tab can be used to update the credentials for the account, automatically log in to the account site (if available), display a chart of account activity, or update (refresh) the account information.

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How recent is the information that I see for my account?

The Account Details tab displays the latest information on the account. You can find out when the account information was last updated by looking for the last updated message (for example, "last updated 22 hours ago"). The "Last updated..." message is normally displayed in the tab. To refresh account data click the update link.

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How can I view the latest information for my account?

You can manually update the account information on the tab by clicking the update link.

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What do current and projected balances mean?

  • Current balance is the total amount of all of your transactions that have cleared.
  • Projected balance is the sum of your available current balance and all your transactions scheduled for a future date. Transactions that are scheduled for the future are called projected transactions.

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How do I create a printer-friendly version of Account Details tab?

To create a printer-friendly version of this tab click the Printable View link that appears on the top right of the page. A new window will open with the Account Details information in a printer-friendly format. Select Print from the top of the print window. Click Close Window when you are done.

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How do I log into my account's site from this tab

There are two ways to log into your account. If you have saved your login and password at the account, you can automatically log into your account by clicking the Auto-login link below the account name. The account's site will appear in a new window and you should be logged in to your account. If you have not saved your login and password at the account's site, click go to site and you will be able to register at the account's site or enter your existing login and password.

Always be careful to sign out of Yodlee Labs if you have logged in to the account from a public or shared computer or when you are using your computer in a public place to prevent people from getting access to your personal information.

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How do I edit account information?

You can edit account information from the Account Summary Edit tab.

To access the Account Summary Edit tab for any account, click the Account name on the Account Summary page. When you edit account information,

  • you can create or change a nickname for the account
  • include memo information
  • assign one or more transaction class to the account (Business, Medical, Tax Deductible, or Reimbursable).
  • You can also choose the default transaction category for the account from the drop-down list (like Electronics or Charitable Giving).
  • You can also reconcile accounts from this page,
  • share (or un-share) the account, or
  • change Alert settings.
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    Can I see the password for this account?

    You can see the password that is stored for any account added to Yodlee Personal Finance. To see the password:

    1. Click the show password link below the account name on the Account Summary Edit tab.
      The Show Password page appears.
    2. Enter your Yodlee Labs password at the prompt. This is for user verification purposes and is an added level of security.
    3. Click Continue. The account password and username will appear on the Account Summary Edit tab.
    4. You can refresh your memory or make changes to the username or password on this tab.

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    How do I change the username or password for this payee account?

    You can change the username or password that Yodlee Labs uses to auto-login to your account. Note that changing the username or password within the service does not affect the actual username and password accepted by your account provider. You should only change the username or password if the current one is incorrect or you have updated the credentials on your account website. To change the username or password for an account:

    1. From the edit site settings page, replace the existing username or password with the new text. If you are updating the password, be sure to enter the information twice for verification purposes.
    2. Click Update Credentials to save your changes.

    This can also be accomplished using the show password feature.

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    How can I create a nickname for this account?

    A nickname can help you distinguish between accounts with the same payee or across similar types of accounts from multiple sources. For example, you might have business and personal checking accounts at the same bank. Use a nickname to change the way the account name is displayed in Yodlee Personal Finance. The nickname appears next to the formal account name.

    To nickname an account:

    1. Click the Edit tab that appears below the account name. The Edit Accounts tab appears.
    2. Enter the nickname in the text box.
    3. Click Update Account.

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    What does the chart for an account tell me?

    A chart showing the balance over time for an individual account is available to you when you click the chart link below the account name on the Account Details tab.

    Charts are built to display 12 months' of balance data. Balances are stored weekly for investment accounts, or monthly for bank, credit card, loan, mortgage, insurance, and direct biller accounts. You can mouse over the datapoints in a chart to view exact balances.

    Because data freshness can be impacted by site availability and user activity, Yodlee stores the last available balance data for any given account, starting with the last day of the week/month and moving backward until a valid balance is available.

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    What does it mean to deactivate an account?

    When you deactivate an account, it will no longer appear on any pages and it will be removed from your networth calculations. The historical data and login information is preserved so you can reactivate it. To prevent an account from being displayed in any modules:

    1. Click the edit account link on the Account Details tab.
    2. From the Account Summary Edit tab, click De-activate Account.
    3. The Deactivate Account confirmation page appears, prompting you to confirm that you want to deactivate the account.
    4. Click Deactivate Account to deactivate the account.
      To cancel this action, click Do Not Deactivate Account on the bottom left of the page.

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    How do I permanently remove this account from Yodlee Personal Finance?

    When you permanently remove an account, you are deleting all historical information attached to that account. To permanently remove accounts from Yodlee Personal Finance:

    1. Click the edit account link from the Account Details tab.
    2. From the Edit Account tab, click the Delete link.
    3. The Delete Account confirmation page appears, prompting you to confirm that you want to remove the account and all data and associated information.
    4. Click Delete Account to remove the account.
      To cancel this action, click Do Not Delete Account.

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    What are manual transactions and why would I use them?

    Manual transactions are transactions that may have been established outside standard online activity, such as a paper check you write or a recurring expected activity like a payroll deposit.

    By creating manual transactions, you can keep track of all non-online transactions that you have made and include these transactions when reports are generated. Manual transactions are used for manual accounts.

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    How do I add manual transactions?

    You can add manual transactions by clicking the Add manual transactions link on either the Account Summary Transactions tab or the Transactions page.

    In the Enter Manual Transactions page, specify the following:

    1. Expected Transaction Date: Date on which the transaction is expected to happen. This date can even be a date that has passed so that you can indicate a transaction that has already cleared.
    2. Transaction Amount: the amount of the transaction
    3. Transaction type: whether the transaction is a deposit or withdrawal
    4. Transaction Description: a brief description of what the transaction entailed
    5. Memo: use this to give you a way to remember the transaction
    6. Recurs: specify whether the transaction is one-time, or occurs weekly, bi-weekly, monthly, semi-annually, or annually
    7. Category: select the category to which the transaction belongs, for example Clothing/Shoes
    8. Transaction End Date: If the transaction is a recurring one, specify an end date for the recurrences
    9. Assign Transaction Class: select the class under which this transaction can be grouped, that is, whether it is medical, business, or tax-deductible.
    10. Check Number: specify the check number used for making the transaction.
    11. Click Save to add the manual transaction.

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    How do I edit/update existing manual transactions?

    You might want to edit a manual transaction if you realize you made a mistake to an entry amount, for example. To edit existing manual transactions:

    1. Click the description of the transaction that you wish to edit.
      The Update Manual Transactions page will appear for you to edit the transaction information.
    2. Amend transaction information as desired.
    3. Select Cleared to indicate the transaction has already been cleared, or select Canceled to cancel the transaction.

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    How do I export completed transactional data?

    You might want to export data to share with your accountant or perform an analysis that isn't currently provided. When you export data, you are copying and moving it to a csv (comma separated value) file like a spreadsheet in Excel. You can only export data for transactions that have completed. To export transaction data:

    1. Click Export completed transactions on the Account Details tab.
    2. Save or open the csv file that includes completed transaction data.

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    How do I add additional information to the transaction?

    You can add additional information such as a memo reminder or assign a transaction class.

    1. Click the transaction description from the Account Details tab.
    2. Enter the memo information in the Memo field.
    3. Assign a transaction class to the transaction.
      It can either be medical, business, or tax-deductible.
    4. Click Save for the changes to take effect.

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    How do I categorize a transaction?

    A transaction can be categorized under any of the available transaction categories. To categorize a transaction,

    1. Click the category link from the Account Details tab.
    2. From the categories drop-down, select the category under which you want the transaction to be categorized.
      The transaction will be updated to reflect the new category.

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    What does the more icon icon mean?

    The more icon icon next to the transaction description indicates that the transaction includes memo information. To view the memo information, click the transaction description.

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