FAQs

A: Yodlee Labs was a personal financial management application for consumers. There were multiple versions of applications available in Yodlee Labs, and users could switch between them using the “Time Machine” feature. Envestnet | Yodlee used this site as a test bed to roll out new versions of our applications and to get user feedback on functionality. The site was a prototype, and the last update to Yodlee Labs was made on January 4, 2017. Access to the Yodlee Labs URL will be discontinued on July 31, 2017. You will be able access all your data on a newer version of the product at money.yodlee.com.
A: Yodlee Labs looks different to reflect the current version of the Envestnet | Yodlee data platform and financial wellness suite. Envestnet | Yodlee has updated the experience for all users of Yodlee Labs and has provided access to a new enhanced product version. The new version of Yodlee Labs is called Money by Envestnet | Yodlee and can be found at money.yodlee.com. You can also access this site through mobile browsers by typing money.yodlee.com in the address bar.
A: As a user of Yodlee Labs, your data remains protected and secure. Your data will be automatically available and accessible through the new URL, money.yodlee.com. To access the new product website and your data, visit money.yodlee.com.
A: No, you will not need to re-register. You can use your Yodlee Labs credentials to log in to the enhanced site. When you log in to Money by Envestnet | Yodlee for the first time, you will need to accept the updated terms and conditions to access the site.
A. Yodlee Labs will be available until July 31, 2017.
A: You will not be able to access the new site without accepting the updated terms and conditions.
A. If you want to retain your data from Yodlee Labs, you can download your transactions into a CSV file up until July 31, 2017. To download transactions:
  1. Log in to https://moneycenter.yodlee.com
  2. Select Beta from the Time Machine
  3. Click Transactions in the menu
  4. Select All Transactions from the Time Filter drop-down
  5. Click Download
A: The following features will no longer be available in Money by Envestnet | Yodlee:

  • Bill Reminder
  • Credit Card Utilization
  • Financial Calendar
  • Time Machine
  • FinApp Center
  • Compare Me
  • FundsTransfer
  • BillPay
A: Money by Envestnet | Yodlee is an application that allows you to access your financial data from your bank accounts, investments, credit cards, and loans all in one place. The product offers income and expenditure analysis in addition to tools for budgeting, cash flow, and more. You can access the application and data from all your devices, including computers, tablets, and smartphones. The app also allows you to set up alerts and notifications to help you manage your finances better and stay on top of important financial events.
A: Money by Envestnet | Yodlee offers such benefits as:

  • Streamlined access to the applications that work seamlessly across computers, tablets, and smartphones
  • An easier user experience and modern design
  • An at-a-glance dashboard with a picture of your most important financial information
  • Informative notifications and alerts
  • Transaction descriptions and search capabilities
A: Your data will remain intact. You can access your data at the updated site (money.yodlee.com) at any time in the future.
A: As always, Envestnet | Yodlee adheres to industry best practices for safe and secure web-based applications. Money by Envestnet | Yodlee has the TRUSTe and Thawte certifications in place. Please refer to the Envestnet | Yodlee security policy for additional details.
A: The one-time security password is a unique code generated and sent to your email address or mobile number for you to use as verification. We want to know it is really you logging in each time. We have enabled this to ensure that your data is safe and secure. This is a standard industry practice.
A: Yes, Money by Envestnet | Yodlee is free to consumers.
A: Yodlee Labs will be available until July 31, 2017. After that date, the URL will no longer be accessible. You should login at the updated site (money.yodlee.com) prior to this date.
A: Yes, all custom tags created in Yodlee Labs will be migrated to the updated application.
A: Yes, any unique categories you created for your transactions will be available at money.yodlee.com along with your account and transaction data.

Do you have other questions? Let us know.