Sync All accounts at one place
How it works
FAQs Are my online banking username and password safe with you? Your login information is not stored by Buxfer, but instead stored by our sync providers (Yodlee and SaltEdge). Once sent to the provider, Buxfer no longer has any access to your login information.* Yodlee is a market leader in the financial technology industry, with a vast experience connecting to financial institutions.
Through deep software and business integrations, Yodlee provides reliable and high quality aggregation of data from over 10,000
financial institutions all across the world. Yodlee adheres to leading financial industry practices for security, privacy, risk,
and compliance management. Yodlee banking platform disposes and tokenizes all credentials that are entered through the backend in a federally supervised method.
As an FFIEC supervised Technology Service Provider, Yodlee follows the security and risk management
standards required to engage with consumers and their financial data. Yodlee is supervised and examined by the OCC and all major
banking regulators, and has undergone nearly 200 audits by financial institutions over a recent 24 month period. Yodlee is
committed to its security infrastructure in the industry. Yodlee has been a leading provider of cloud-based financial technology
services to global financial institutions and innovators for almost two decades. Yodlee's risk programs meet not only their expectations,
but are also some of the most stringent security, privacy and compliance standards in the world. * For a few institutions, with whom we have direct integrations, we will encrypt and store your login
information in a secure, firewalled database. List of these institutions: Zillow, Stripe, Paypal - API. Is my financial institution supported for sync?
Buxfer supports over 20,000 institutions for sync.
Popular Supported Institutions
Search to check if your institution is supported:
My financial institution is not supported for sync. Can I still use Buxfer?
Yes, Buxfer is designed to work even if you can't or don't want to sync your bank accounts.
You can use one of these methods to enter your transactions:
How can I set up my accounts to automatically sync?
To setup an account for automatic sync, please follow these steps:
After I have setup my accounts for sync, when exactly are they updated? Accounts are automatically synced approximately once a day. Each account has a different frequency depending
on factors like how often it has new updates.
To force your accounts to updated, follow these steps:
If I manually enter my transactions, will syncing my account create duplicates? No, in general, sync will not create duplicates. Sync is smart enough to detect duplicates and automatically merge them, so you don't need to worry about it.
A synced transaction is considered a duplicate if all of the following conditions are met:
If you enter transactions manually in a "Pending" state. Upon syncing, they will be automatically marked as "Reconciled".
Can I sync my real estate property and track it as part of my net worth? Yes, you can add your house or other real estate property you own. You can manage it's value manually
or use our sync feature to have it be automatically synced with Zillow's Zestimate.
How does pretty descriptions for sync (and upload) work? Often times, banks provide transaction descriptions which are all caps and look extremely ugly. Buxfer can
automatically make them look a little prettier, if you want it to.
For certain synced transactions, we can identify merchant information and use that to make the description look nicer.
E.g.: We might prettify a description of the form "ADTSECURITY MYADT.COM" to "ADT Security Services".
For transactions where we are unable to identify merchant information, we convert them into
camel case,
i.e. all words start with a capital letter followed by lowercase letters.
To enable this feature, please login and visit Settings / Sync.
How can I disable sync for an account?
To disable sync using our desktop website, please follow these steps:
We do not support this functionality on our mobile interfaces yet.
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