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Yodlee Bank Feed -- What Is It and Which Banks Use It?

Posted on by 3,482

Hi:

What is the purpose of the Yodlee Bank feed, and how can you tell which banks use it?

Does it support credit unions, as well?

Is it possible to reconcile a bank account statement without it?

Thanks!

John

  • carolppg Profile Picture
    carolppg on at
    RE: Yodlee Bank Feed -- What Is It and Which Banks Use It?

    Is there anyway to see all supported banks without installing the extension?

  • Suggested answer
    Vinita_Kas Profile Picture
    Vinita_Kas 325 on at
    RE: Yodlee Bank Feed -- What Is It and Which Banks Use It?

    Hi john

    Search for  Envestnet Yodlee Bank Feeds Service Setup

    Accept terms of use and enable it

    pastedimage1652827980926v1.png

    Go to your bank account card and click on Bank statement service > Link to online bank account

    pastedimage1652828060962v2.png

    Click on Allow always 

    pastedimage1652828110351v3.png

    You would see the list of banks supported and you can try your login and see if it works

    pastedimage1652828267909v4.png

    If it does not a ticket to MSFT support should be raised by you as a customer or a partner can raise on your behalf. 

    Hope it helps! 

    Regards

    Vinita

  • john.ellis Profile Picture
    john.ellis 3,482 on at
    RE: Yodlee Bank Feed -- What Is It and Which Banks Use It?

    Hi There:

    Yes, I had seen this link.  Thanks!

    I still need my question answered, however, as to which banks are supported and whether credit unions are supported.  :)

    John

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,171 Super User 2024 Season 2 on at
    RE: Yodlee Bank Feed -- What Is It and Which Banks Use It?

    Hi, hope the following helps.

    https://docs.microsoft.com/en-us/dynamics365/business-central/bank-how-setup-bank-statement-service

    Thanks.

    ZHU

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