What are accounts?
Mark MacLeod avatar
Written by Mark MacLeod
Updated over a week ago

Hey Coach uses Yodlee to securely connect your financial institution accounts. Yodlee uses Bank-grade security and is trusted by over 25 million users worldwide. This connection uses the latest encryption and security technology so no one has access to your information.

To connect an account select ‘add account’ and follow the set-up wizard. To stop sharing your account data with Hey Coach select ‘stop sharing’.

Your connected accounts are listed in the table. The tick box indicates whether you have included the account in your budget. If you would like to remove an account, deselect it using the tick box.

You can select an account to view the transactions for that account (if available). The last sync date is the last time transactions were synced to Hey Coach. The amount in the left column is the current account balance.

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