Yodlee limited transaction import

Hello I have just connected my bank accounts via yodlee, and I note that the connection has only imported transactions until Sept 2025, where I do require transactions for all of 2025 calendar year. Is there a reason for the limited import? can I customise an import date range ? do I have to manually import transactions prior to sept 2025 as a work-around?

Accepted answers

Eric Murphy

I don't think yodlee will give you the whole year of transactions but you might want to check the bank transaction retrieve last setting in your book.

There was a recent tip post from Reckon staff about this recently that you may want to look up

All comments

Eric Murphy

I don't think yodlee will give you the whole year of transactions but you might want to check the bank transaction retrieve last setting in your book.

There was a recent tip post from Reckon staff about this recently that you may want to look up

Eric Murphy

This one

https://community.reckon.com/discussion/8036976/tiptuesday-the-underrated-retrieve-last-feature-for-your-bank-transactions

GeePee

Hey Eric, thanks for your help, but unfortunately, YODLEE does not offer the ability to custom scrape bank transactions. It's defaulted to # days according to Reckon Support. A manual transaction import is required

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