Yodlee’s been down for me for about 8-9 weeks now, but only with respect to my credit card. It’s in the same institution as my other accounts, but for some reason, Yodlee is just having difficulty with that one account. I’m considering switching to Plaid, but I’m wondering if it’s possible to just link that one account instead of the entire institution, or if I need to switch aggregators entirely? I don’t mind doing either, just trying to figure out how much of a hassle it will be to de-duplicate when Plaid pulls in 3-4 months of transactions, and it would be a heck of a lot easier to de-duplicate just the one account.
Have you try using the “edit credentials” function to make sure that that account is still selected? if you have your best bet is to chat support so they can look at the connection.
Yeah, I’ve talked with support, the problem is on Yodlee’s end and there doesn’t appear to be any suggested resolution date at this point (nor does it look like Yodlee is working terribly hard on the problem here).
I’m having the exact same issue: my credit card through my credit union has been down for about two months, but the other credit union accounts are all working correctly. No progress despite an open ticket that whole time. I’m adding transactions manually, and I can’t wait for the headache when all of this gets sorted again.
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Yeah, I’ve been using CSV imports every couple of days. I just print out the last week or so, highlight the ones that are already in in case anything posted in the last few days, delete the ones out of the CSV that are already in, and import that. Not an elegant solution and it takes about 15 minutes, but it’s been functional so far.
There isn’t a way to add just a single account or specific set of accounts from a different aggregator for the same institution. You’d be adding the institution via the other aggregator and a second instance will show up on the Tiller Console. You’d need to link the accounts to your spreadsheet, and unlink the Yodlee instances, fill the sheet, then clean up duplicates.
Here’s the guide for cleaning up duplicates
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Ok, that’s what I was thinking/worried about. Might take me a solid day to make the change and de-duplicate everything, but if Yodlee just isn’t going to get on this account issue, kind of what I’m left with I guess. Thanks!
You can keep Yodlee setup as-is and then setup Plaid in another template for the opposite spreadsheet platform (Excel / Google Sheets). This doesn’t directly solve your issue for your current template. It does get you the data which you can copy and paste into your template which may be easier than going the bank / CSV option. I did this solution when my Yodlee credit union data account had a long outage. It was easier for me than dealing with duplicates.
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Oh, that’s a good idea. Did you you insert new rows at the top to copy it over?
I would insert them at the bottom and the re-sort them. When working with manually added transactions, I would color code them and or add a note. This helps to spot duplicates that I created or once the feed starts working again. Sometimes older transactions get loaded in that duplicates what I manually added.
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So after spending an hour de-duplicating manually line by line, I finally went “hang on a minute…”
Tiller added a column for multiple aggregators in Transactions called “Source” and I realized belatedly I could literally just filter by “Plaid” and then highlight and delete everything that I didn’t want. Hooray for spreadsheets! Can’t believe I didn’t think about it sooner.
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