Yodlee Aggregation

Securely link accounts from financial institutions, credit cards, loans, etc. all on one screen.

Tools

  • Account Summary

    View all of your accounts from different financial institutions in one place

  • Transactions

    Groups and analyzes your transactions for a consolidated, holistic view of your spending.

  • Budget

    Track your spending and saving behavior.

  • Expense Analysis

    Chart expenses to help manage spending.

  • Cash Flow Analysis

    Better understand your current income and spending and forecast future expenses and income.

  • Net Worth Summary

    View assets and liabilities, and see updates on changes across investments, liabilities and more.

Link Accounts

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