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Envestnet Yodlee Bank Feeds

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I am wondering if anybody has ever encountered this problem using Envestnet Yodlee Bank Feeds through the Bank Acc. Reconciliation page. I am trying to import bank statements from the date range 8/1/2023-12/14/2023 (current date). The only Bank Statement Lines that import are from the month of December. I am wondering if I am missing some sort of configuration or if somebody has ever dealt with this problem. I can confirm that there are transactions from prior months on the bank account. Is there some sort of limit on how far back you can go to import bank statements using Envestnet Yodlee Bank Feeds?

Thank you in advance

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Financial Management

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Valentin Castravet 22,701 Super User 2024 Season 2 on at

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Envestnet Yodlee Bank Feeds

The official documentation used to state that when you first setup the Yodlee bank feed 90 days of transactions can be pulled. And afterwards you pull transactions as far as 45 days in the past.

However, the issue you're having is common and what I encountered, and this is one of the reasons I dont use or recommend Yodlee.

When you login to your bank account some banks will show a snapshot of your most recent transactions, I noticed for numerous banks I connected to that Yodlee basically only imports those. It doesn't import anything before the snapshot or actual statements. It seems that's happening to you as well.

Valentin Castravet

Zander ERP Services