Bank feeds overview

When you sign up for bank feeds through OnBalance, you can directly import your savings, checking, and credit card transactions into the application. This can save data entry time and improve accuracy.

You can link an unlimited number of your savings, checking, and credit card accounts from OnBalance to bank feeds.

You can add transaction rules for your transactions so that OnBalance will automatically categorize the transactions.

Note: Yodlee is an unaffiliated third party that some of our customers have engaged to provide bank feeds services.

Before you can use bank feeds, you must connect your accounts. Once you connect your accounts, you can import bank feeds into OnBalance.

The availability of some or all of these features depends on your OnBalance bundle.

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