Yodlee can provide a minimum of 90 days up to 365 days of transactions or more. This support entirely depends on the data available at the provider source. To know the number of day’s transactions the provider supports, check the numberOfTransactionDays attribute available under the dataset entity in GET providers API.
By default, Yodlee provides only 90 days of transactions. For any business use case, if you need 365 days of transaction data, contact Yodlee Client Services to enable the feature. Note that it may take considerably more time to fetch 365 days of transactions during the add account process.
To test 365 days of transaction retrieval, use the following test account credential:
- DAG username: DagTest365Txn.site16441.2
- DAG password: site16441.2
More than 1000 transactions are available between the date range fromDate=2019-01-01 and toDate=2020-01-01 for the test account.
Important Notes
- After exiting Yodlee FastLink during the add account flow, invoke the GET providerAccount API or wait for the REFRESH webhooks to learn the provider account status. In the response payload, check for the
dataset.additionalStatusattribute. If theadditionalStatusis PARTIAL_DATA_RETRIEVED or AVAILABLE_DATA, retrieve transactions using the GET transactions API. - If it takes more time to retrieve the transaction data, Yodlee will retrieve the data in chunks and file it to the Yodlee system.
- If the time taken to retrieve the transaction goes beyond a specified duration, Yodlee will schedule a subsequent refresh to retrieve the data. Yodlee recommends implementing the Data Extracts solution to sync the data from the Yodlee system to your local database.