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Welcome to the Help Center
The Help Center contains in-depth information about Buxfer and answers to several common questions.
FAQs
Are my online banking username and password safe with you?
Your login information is not stored by Buxfer, but instead stored by our data aggregation partner, Yodlee. Once sent to Yodlee, 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: Franklin-Somerset FCU (Skowhegan, ME), State Farm Bank, Raiffeisen Bank (Hungary), Activo Bank (Portugal), Caixa Geral de DepĆ³sitos - CGD (Portugal), Zillow, Test Bank, Stripe, Paypal - API.
Is my financial institution supported for sync?
Buxfer supports over 10,000 institutions for sync.
Popular Supported Institutions
ChaseBank of AmericaPayPal
American Express CardsWells FargoCapital One Credit Cards
Citibank (online.citibank.com)Discover CardHSBC Bank (GB)
Commonwealth Bank CBA (AU)American Express Cards (GB)Santander (GB)
USAABarclays (GB)NatWest Bank (GB)
Lloyds (GB)Fidelity InvestmentsAlly Bank
U.S. BankZillowANZ (AU)
Barclaycard [US]Halifax Online (GB)ANZ (NZ)
Barclaycard (GB)PNC BankWestpac (AU)
HDFC Bank (IN)Citi Credit CardsICICI Bank (IN)
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:
  • Upload statements: Download statements from your online banking website and upload them to Buxfer. Read more here.
  • Manually enter transactions: Manually enter transactions one at a time. While more tedious, this is also more flexible and allows you to enter future-dated transactions, itemize transactions, etc.