Yodlee

• New transactionRuns for each new transaction in Yodlee. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New accountRuns for each new account in Yodlee. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Account balance changedRuns each time an account balance changes in Yodlee. Changes made before the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New statementRuns for each new statement in Yodlee. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• Linked institution refresh failedRuns each time Yodlee fails to refresh one of the user's linked institutions. Failures before the workflow is turned on don't start it. How often it checks follows your workspace plan.

• Register userRegister one of your customers with Yodlee, under a login name of your choosing, so you can link their banks and read their data.
• Get userGet a user's profile and preferences.
• Update userChange a user's email, name, phone number or currency. Only the fields given change.
• Delete userDelete a user from Yodlee, with every account and transaction Yodlee holds for them. This can't be undone.
• List accountsList a user's accounts with their balances: bank, card, investment, loan and the rest, linked or added by hand.
• Get accountGet one of a user's accounts, with its balance and details.
• Add manual accountAdd an account the user keeps up to date by hand, such as cash or a loan from family, so it counts in their balances and net worth.
• Update accountRename an account, set its nickname or memo, change a manual account's balance, or count it in or out of net worth. Only the fields given change.
• Delete accountDelete one of a user's accounts and its transactions from Yodlee.
• Get balances over timeGet each of a user's accounts' balance by day, week or month.
• List transactionsList a user's transactions, the last 30 days unless you give dates, optionally for one account, category or search.
• Count transactionsCount a user's transactions that match, the last 30 days unless you give dates.
• Recategorize transactionPut a transaction in another category, and optionally add a memo to it.
• List categoriesList Yodlee's transaction categories, and a user's own when you name one.
• Add categoryAdd a category of the user's own under one of Yodlee's, such as 'Team lunches' under Restaurants.
• Delete categoryDelete a category the user made. Its transactions go back to Yodlee's category.
• List holdingsList the stocks, funds, bonds and other holdings in a user's investment accounts, with quantities and values.
• List statementsList a user's credit card, loan and insurance statements, with amounts and due dates: the latest of each account unless you ask for past ones.
• List linked institutionsList the banks and other institutions a user has linked, with how each last refreshed.
• Get linked institutionGet one of a user's linked institutions, with the status of its latest refresh.
• Refresh accountsAsk Yodlee to fetch the latest data from every institution a user has linked that can refresh now. Yodlee asks that this run only when the user signs in to your app, not on a schedule.
• Search institutionsFind banks and other institutions Yodlee can link, by name or by US or Canadian routing number.
• Get net worthGet a user's assets, liabilities and net worth, by day, week or month.
• Get spending and income totalsTotal a user's money in and out by category type, high-level category or category over a period.
• Get verified accountsGet the accounts a user verified through Yodlee's account verification, with their numbers and balances, once verification has finished.

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