I have set up a credit card feed through Yodlee and it shows as Active. When do feeds take place? Ov

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rholstegge
rholstegge Member Posts: 5 ✭
edited February 2017 in Reckon One

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  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2017
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    Hi rholstegge,

    Welcome to the Reckon Community.

    Yodlee connections show as active once your credentials have been confirmed with the bank.  The next night it'll access your account and grab the transactions for that day, and on this first access, for the past 3 days as well.

    In your Book, on the Banking > Bank Connection screen, you will see entries for accounts we have received transactions.  You will need to link these feeds to the appropriate ledger accounts.

    On your Banking page, click the button View Transactions on the bank ledger account listing to get to the downloads.  The New tab has the downloaded transactions waiting for you to allocate.  


    Hope this helps.


    regards,
    John



  • rholstegge
    rholstegge Member Posts: 5 ✭
    edited February 2016
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    Thanks for the quick response. I'll check tomorrow.
  • rholstegge
    rholstegge Member Posts: 5 ✭
    edited February 2016
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    Two days later and I am still seeing no transactions coming through. How do I troubleshoot this?
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2017
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    Hi rholstegge

    So when you go to the Bank Connections screen, you see a blank table and not at least one credit card account?

    image


    Make sure you are logged in the user who requested the bank feed,


    regards,
    John
  • rholstegge
    rholstegge Member Posts: 5 ✭
    edited February 2016
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    I do see my feed on this screen linked to the credit card but am seeing no new transactions.
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2017
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    OK then, go to the Banking screen and on your CC listing, click New Transactions, then on the New tab. You should see yout transactions waiting for you to allocate. Regards, john
  • rholstegge
    rholstegge Member Posts: 5 ✭
    edited February 2016
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    That's the problem. There are none.
  • John G
    John G Reckon Staff Posts: 1,570 Reckon Staff
    edited February 2017
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    Thanks rholstegge,

    Sorry,  here is a barrage of questions:
    • On new Transactions . Allocated tab, are there any transactions?
    • On the Bank Accounts screen, click on February for your CC - are there transactions there that have been reconciled to the card statement?
    • Does the logged in user have Banking permissions?
    • What if you use another user credentials to this file - can you see bank transactions?
    if you still can't see your transactions then its best to call Technical Support on 1300 RKN ONE for one to one attention to this issue.  


    regards,
    John

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