Credit Card Feeds

Credit card feeds help you maintain accurate, up-to-date account balances, and provide the ability to review and clear transactions daily.

With credit card feeds, you can connect the online credit card accounts of your financial institutions to Financial Edge NXT. Once you connect to your credit card accounts, you can automatically refresh transactions from your online credit card accounts to Financial Edge NXT.

Note: We partner with Yodlee, a third-party financial aggregator, to ensure secure online account information and easy reconciliation, quick access to transactions and their statuses, and up-to-date bank account balances in Financial Edge NXT.

If you originally declined Yodlee terms of service, but now want to enable credit card feeds, you can do so from the Credit card accounts page.

  1. In Treasury, Credit card accounts, from the list of credit card accounts, select Settings .

  2. Under Credit card feed configuration, to enable credit card feeds, select Save.

    Once you enable feeds for credit cards, you'll need to connect your Financial Edge NXT credit card accounts to their online accounts. For more information, see Manage Credit Card Feeds.

You must read Yodlee's Terms of Use agreement before you begin using bank feeds.

After you review Yodlee's Terms of Use, you can begin adding credit card accounts and connecting them to Financial Edge NXT. For more information, see Manage Credit Card Feeds.