Reckon Hosted not savings my Yodlee ID for Credit Card Feeds

I am using 'BankData Imports' in Reckon Hosted for my main bank account and for 2 credit cards.
The data import for the bank account works no problem.

My problem is with the import from the credit cards - I can get it to work, but Reckon overwrites the Online Bank Details for these accounts after I do an import.

So the process goes like this....

When I set up the 'Online Bank Details' for these two credit card accounts I set the 'Branch Code:' to 000000 and the 'Yodlee ID' to my number eg. 12345678 - I leave the 'APCA' blank.
I save it.
I log out and log back in and check that the details are there. They are.
I do an import of the transactions - it works.
I check the 'Online Bank Details' for the credit card and they have changed back to a 'Branch Code' of 00000000, and my Yodlee ID is 000000000

So it seems like I need to enter the Online Bank Details every time I want to do an import from my credit card although not for my bank account.

Is there an option somewhere that I haven't ticked (I can't find one...)?
Is anyone else experiencing this problem?
How do I make it remember the details forever?

Thanks,
Lucas

Comments

John G

Hi Lucas,

Thanks for asking the Reckon Community.

Firstly, we have a guide on configuring your Reckon Accounts Hosted for BankData at:
https://community.reckon.com/reckon/topics/setting_up_reckon_bankdata_for_accounts_business_2014

A few fields you should update on your bank account setup screen:

BSB field - enter a validly structured BSB number - 123456 is better than 000000
In the APCA field enter the default number: 111111

These fields aren't important for Credit Card numbers, but the fields must contain valid information for the process to work properly in all aspects.

Hope this helps.

regards,
John

Lucas Anstiss

Thanks for your reply John.

Unfortunately this doesn't make a difference. The BSB and Yodlee ID are still overwritten with 0's when a successful transfer is made.

Is this a known bug?
Does anybody have this working seamlessly?

Regards,
Lucas

John G

Thanks for the update Lucas.

This is the only incident I'm hearing like this and the system is working as it should.

Please check your RAH setup according to our guide.

Then could you please send me screenshots of your setup on the Credit Card accounts in Hosted and of each screen in the download process (or send me a screen capture video) and send to community@reckon.com.au.

Hope to have you up and running soon.

regards,
John

Lucas Anstiss

Thanks John,
Setup is correct according to the guide.
I will have to wait until there are new transactions on the card to do a successful transfer.
Will hopefully send through tomorrow.

Thanks
Lucas

Lucas Anstiss

No transactions available today (despite me using the card yesterday a few times...).
Will try again tomorrow.

Lucas

Lucas Anstiss

Hi John,
I have just sent the screenshots to community@reckon.com.au as you requested.

Cheers,
Lucas

Gaelene_8270695

Lucas, were you able to resolve this issue? We are experiencing the same frustrations.

Lucas Anstiss

Gaelene, No joy I'm afraid...

Gaelene_8270695

Thanks for the quick reply Lucas. How very frustrating!!!! I take it you are still continuing to input the Yodlee number each time you do a bank download?

Reckon FAQs

Hi Gaelene,

Welcome to the Reckon Community.

Could you please send your details through to bankdata@reckon.com and a few screen shots before and after downloading.

Our developers have not been able to replicate this issue and we are interested in collecting more experiences of this issue. We are aware of only a handful of these occurrences.

regards,
John.

Melinda Jane Koth

has this issue been resolved as it seems to have happened to my client as well

Melinda Jane Koth

Bump, yes the Yodlee Id is still being brought back to Zero can someone fix this please !!

Melinda Jane Koth

BUMP CAN someone please please fix this. I keep putting in the Yodlee Id and and it keeps disappearing

Rav

Hi Melinda,

A possible cause of this may be a corruption in your bank ledger account. Please try creating a new bank account and merge the old account with the newly created bank account.

Does the issue persist for you after this?

How to merge bank accounts

Jay Garland

I've been having the same problem for the 12 months that I've been using Reckon. It doesn't happen everytime, just sometimes. I have a colleague using Reckon Hosted and she has the same problem (though also not consistently). For myself, I created a new account and merged them and this didn't resolve the issue.

Reckon Accounts Hosted Announcements & Important Info

Check out the latest important info & announcements for Reckon Accounts Hosted

Button

View all Reckon software categories 🗃️

Each Reckon software has its own dedicated category on the Community. Click below to browse all categories.

Explore all categories