PFM Transactions

Explore how Yodlee’s Transactions FinApp helps financial institutions deliver deeper financial insights to their customers. This powerful, white-label solution provides a clear, organized view of all transactions across linked accounts, enriched with detailed merchant and category data. Users can filter, customize, and categorize transactions, add notes or attachments, and even predict future activity with smart projections. Seamlessly integrated or standalone, the Transactions FinApp helps customers stay informed and engaged, enhancing both their financial wellness and their connection with your brand.