Transactions

Provide Clarity Around Spending

Help consumers save time and gain valuable insight by providing a consolidated view of all of their financial transactions, organized by merchant or category, with the Envestnet® | Yodlee® Transactions FinApp.

Consumers can see the transaction date, amount, and simplified description of transactions from multiple accounts, all in one place. Global search and filtering functions enable users to easily locate specific transactions. Users can also create personalized categorization rules and split transactions into different categories for a more granular tracking of their finances.

Consumer Insights

With Envestnet | Yodlee Transaction Data Enrichment, consumers are automatically provided with easy-to-understand descriptions in place of potentially confusing transaction descriptions.

Financial institutions and Internet innovators can benefit from increased customer engagement and consumer insight that can increase cross-sell and up-sell opportunities.

Key Features

  • View transaction details for all accounts
  • View clear transaction descriptions with Transaction Data Enrichment
  • Global search allows users to view transactions using tags, descriptions, category, merchant name, and address
  • Add custom tags and attachments such as a statement, image, or PDF to transactions
  • Easily view projected, pending, and posted transactions
  • Responsive across desktop, tablet, and mobile channels

Related Resources

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