When reporting problems with Online Banking to us, it is a good idea to include debugging information related to your banking connection.


This information does not allow us to access your banking account and is not personally identifiable. It is relevant only to the banking integration provider you've used (Yodlee or Salt Edge) and helps them to troubleshoot the reported issue faster.


Table of contents

  1. What is my banking integration provider?
  2. If you're unable to add Online Banking account
    1. using Salt Edge
    2. using Yodlee
  3. If the account is already added

1. What is my banking integration provider?


At the moment MoneyWiz supports two bank integration providers: Salt Edge and Yodlee. You can easily check which one you're about to use to connect to your bank when selecting it from the list in MoneyWiz:



Notice the labels below the bank name. Some banks are supported only by one of the providers while some are supported by both.


If you've already added the account and would like to check your provider, please see part 3. If you're unable to sync an account that has been already added to MoneyWiz of this guide.


2. If you are unable to add Online Banking account


using Salt Edge


Please just take a screenshot of the error you see and e-mail it to us. How do I take a screenshot?


using Yodlee


Please note the error code you see and then follow the steps below from one of the devices.


iOS


The information we need in this case is located at the login screen. Please try selecting your bank from the list again but before you enter your login information, notice there is a long code at the bottom. DON'T SEND US SCREENSHOTS OF THIS SCREEN - instead tap and hold on that long code, copy it all and paste in your reply to us. It makes it easier for us to process the information, thank you!


If you haven't told that us already, please also state: a) the name of the bank, b) country of the bank, c) type of the account (Checking, Credit, Savings, etc), d) the error code you've been receiving (if applicable).




Mac and Windows


The information we need in this case is located at the login screen. Please try selecting your bank from the list again but before you enter your login information, notice there is a long code at the bottom. DON'T SEND US SCREENSHOTS OF THIS SCREEN - instead select that long code, copy it all and paste in your reply to us. It makes it easier for us to process the information, thank you!



If you haven't told that us already, please also state: a) the name of the bank, b) country of the bank, c) type of the account (Checking, Credit, Savings, etc), d) the error code you've been receiving (if applicable).




3. If the account is already added


The steps below are the same for both providers.


iOS


Please go to Settings -> Accounts & Budgets -> then tap on each of the accounts that are causing trouble.



If your provider is Yodlee, you'll see its name here. Otherwise, you'll see Salt Edge.


DON'T SEND US SCREENSHOTS OF THIS SCREEN. Instead, please select all text under "Disconnect from Online Banking" button, copy it to your clipboard and include it in your e-mail to us. It makes it easier for us to process the information, thank you!


If you see any error code during connection attempt, please include it in your message to us.If you haven't told that us already, please also state: a) the name of the bank, b) country of the bank, c) type of the account (Checking, Credit, Savings, etc), d) the error code you've been receiving (if applicable).


Mac and Windows


Please click twice on the account(s) in the list of account that are causing trouble.


If your provider is Yodlee, you'll see its name here. Otherwise, you'll see Salt Edge.


DON'T SEND US SCREENSHOTS OF THIS SCREEN. Instead, please select all text under "Disconnect from Online Banking" button, copy it to your clipboard and include it in your e-mail to us. It makes it easier for us to process the information, thank you!

 

If you see any error code during connection attempt, please include it in your message to us.If you haven't told that us already, please also state: a) the name of the bank, b) country of the bank, c) type of the account (Checking, Credit, Savings, etc), d) the error code you've been receiving (if applicable).