About Yodlee, our global data provider

PocketSmith uses a service called Yodlee to provide feeds within PocketSmith. This user guide outlines further information about Yodlee and the expectations for feeds.

---

Why PocketSmith uses Yodlee for feeds

PocketSmith uses Yodlee feeds because they are the most reliable method of providing automated transaction imports into PocketSmith.

There are two ways software can access transactions from banks: direct feeds and third-party feeds. Direct feeds exist where a bank has a relationship with the software provider, whereas third-party feeds are connected via data providers like Yodlee.

We'd love to connect to banks directly; however, the overwhelming majority of banks don't offer this as an option. Thankfully, data providers developed their own technology to connect to banks and download transactions on behalf of the customer. This allows them to provide connections to a wide range of banks.

Yodlee feeds are read-only, and you can read more about our security practices, including for bank feeds, on our Security page.

---

Troubleshooting Yodlee feeds

On occasion, feeds encounter errors that are beyond our control. Errors are not commonplace, but unfortunately, they do happen! 😲

Thankfully, the errors are temporary in many cases and can be resolved on the next sync or resolve within 48 hours.🍻

For troubleshooting any bank feed errors on a Yodlee connection, please check out this guide here: Troubleshooting Yodlee feeds

---

Expectations for feeds

We are confident that our feed provider Yodlee will provide a reliable service connecting to feeds and importing transactions. However - due to the nature of feed aggregation (as opposed to building direct feeds with the bank) to import our users' transactions into PocketSmith, we occasionally experience issues with feeds or imported transactions.

If an error cannot be easily resolved, we can open an investigation with Yodlee to identify and resolve any feed problems. However, because we can not guarantee that feeds will work perfectly 100% of the time, we recommend that users compare transactions with their online banking to ensure, or identify, whether their transactions have been imported correctly. We are happy to assist with this process, but it’s important that anyone who is using the PocketSmith software is informed that issues beyond our control do occur with feeds.

Once we open an investigation with Yodlee, we are not given a timeframe for how long they’ll take to resolve the issue. Many issues can be solved within a few days; however, more complicated issues can take many weeks! Where possible, we will keep our users informed with any information about the progress of the investigation.

Sometimes feed problems are user account-specific. This means that the issue is not related to a known current feed issue, and unfortunately, we can’t predict when one-off incidents of this type will occur. When these incidents are brought to our attention, we provide Yodlee with as much information as possible and keep users informed.

Tips for keeping your feed up-to-date

• We recommend logging into your PocketSmith account at least once every 28 days to ensure continuous data in your account. For more detail, see Keeping your feed up-to-date in PocketSmith.
• If your feed encounters an error, it's often temporary, or can be resolved by user action. See Troubleshooting feed errors for advice on clearing feed errors.

---

Alternatives to feeds

The choice to use feeds is up to you!

If you'd prefer not to use feeds, we also offer an alternative for importing your transactions with bank files instead. To learn more about using bank files, please see: Bank files