Provide Clarity Around Spending
Aggregated Transaction Data
Consumers can see the transaction date, amount, and simplified description of transactions from multiple accounts in one place. Global search and filtering functions enable users to easily locate transactions. Users can also create personalised categorisation rules and organise transactions for more granular tracking with Envestnet | Yodlee’s FinApp.
Aggregated Transactions Key Features
View Transactions
View transaction details across all connected accounts from many data sources
Clear & Accurate Data
Advanced machine learning techniques clarify and contextualise transaction data, making it easy to read and understand
Global Search
Global search allows users to view transactions using tags, descriptions, category, merchant name and address
Easy to Use
Transaction data is enriched with clear descriptions and merchant identification making it easy to use
Easy Viewing
Easily view projected, pending, and posted transactions for better financial management
Clear and Intuitive
View clear and intuitive transaction descriptions with Transaction Data Enrichment
Aggregated Transaction Data Use Cases
Real-time secure and easy access to consumer-permissioned transaction account data empowers FinTechs and financial institutions to develop solutions that improve current offline processes and innovate new ideas. A few examples can be seen with budgeting tools, which use financial data aggregation and transaction data to enable users to track and manage their finances via warning alerts. Account opening, lending, and risk management practices can be fully automated with access to real-time bank connections and transaction data. Small business management can also be optimised with daily bank statement and transaction data updates. Contact us to learn more or visit our resources center.