How Yodlee feeds are updated in PocketSmith
Learn how syncing works for Yodlee feeds in PocketSmith.
Issue with your Yodlee feed?
For troubleshooting any feed errors on a Yodlee feed, please check out this guide here: Troubleshooting Yodlee feeds
In this user guide
How your feeds are updated in PocketSmith
A few factors influence how your feeds and transactions are updated in your PocketSmith account.
- 1
-
Feed sync by PocketSmith: PocketSmith will attempt to update your feeds when you sign in to PocketSmith via the web or mobile application, and based on an automatic syncing schedule. However, the transactions and balances that PocketSmith can sync and display in your account depend upon the information our data providers gather, as described below.
- 2
-
Yodlee gathering transactions: Our data provider, Yodlee, usually gathers transactions for PocketSmith to import once or twice every 24 hours. This does not mean that they are automatically imported into PocketSmith, but rather that Yodlee has made transactions available for PocketSmith to sync. A result of this is that feed syncs made by PocketSmith might not always retrieve your most recent transactions, especially if those transactions were very recent.
- 3
- Yodlee updating balances: Yodlee can access bank data to automatically import up-to-date balances roughly every 2-3 hours. Yodlee then stores the balance information, ready for whenever PocketSmith imports that information via a sync
Feed sync by PocketSmith
The frequency of automatic syncing for your feeds is determined by a schedule that PocketSmith sets for each user. This schedule changes depending on how often you use PocketSmith. For example, if you sign in to PocketSmith every day, your feeds will sync every 6 hours or so; if you only log in once a week, they may only sync once every 3 days.
You can also trigger a feed sync outside of the regular, automatic feed sync schedule by signing in to either the mobile or web app and following these steps: Trigger a sync for a feed
Note:
Even if your automatic syncing schedule is set to every three hours or you log in to the web/mobile app to trigger a sync of your feeds in PocketSmith, ultimately, the data that PocketSmith can sync at these times is dependent on the transactions and balance information that Yodlee has gathered into their database.
Yodlee gathering transactions
Updating feeds that use multi-factor authentication (MFA)
Only feeds that do not require additional security can be automatically updated. This is because many feeds use MFA (multi-factor authentication) when syncing.
Accounts listed as using MFA can only be synced by signing into PocketSmith via the web or mobile application, where you can enter your MFA information. Accounts that don't use MFA are automatically synced depending on your activity level and resulting sync schedule.
Note:
We recommend signing in to your PocketSmith account at least once every 4 weeks to keep MFA feeds up to date and ensure continuous data. Once a fortnight, or more frequently, is even better.
This is because when a feed syncs, it can only gather the past 28 days of transactions. As MFA feeds are only updated when you log in and respond to security information, you must log in once every 4 weeks, at a minimum, to prevent missing transactions.
SMS or email alerts when feeds sync
If you have enabled SMS or email alerts for your online banking logins, you will also receive these messages when your feed syncs. Because Yodlee may sync your bank feed while you are not logged into PocketSmith, it is also possible you will receive these messages when you are not logged in to your PocketSmith account. You may like to consider disabling text alerts on your bank website, as these can be sent very early in the morning, depending on your time zone!
Note
If you receive an unexpected One Time Password (OTP) request while you are not logged into PocketSmith, please get in touch, and we’ll look into this for you.