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Small and medium business | Business Central, N...
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Business Central or Yodlee problem? Cannot refresh/link bank accounts

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For my BC company, I want to link my two bank accounts. I have one called operating and another called disbursement. In my net banking app, I can see both accounts but in BC I can only select one through the Yodlee popup after logging in and the other does not show. Is there a configuration I am missing to allow both accounts to show up?
 
Also, when refreshing the bank account that I can link to I receive this after logging with Yodlee:

 
Can someone help me or point me to something that can help me resolve this? Thank you.
 
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  • Martin Dráb Profile Picture
    236,297 Most Valuable Professional on at
    Business Central or Yodlee problem? Cannot refresh/link bank accounts
    Moved from Finance | Project Operations, Human Resources, AX, GP, SL forum to Small and medium business | Business Central, NAV, RMS forum.
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    Khushbu Rajvi. Profile Picture
    19,137 Super User 2025 Season 2 on at
  • Verified answer
    Valentin Castravet Profile Picture
    29,674 Super User 2025 Season 2 on at
    Business Central or Yodlee problem? Cannot refresh/link bank accounts
    This is a common problem with Yodlee. If you search the forums you'll see lots of similar threads. For this reason, I don't use Yodlee and setup an excel import for bank statements. I wrote a blog post about doing that here - The Easiest Way to Import Bank Statements into Dynamics 365 Business Central - Dynamics 365 Business Central Insights
     
     
     

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