I agree, Plaid is way more reliable than Yodlee.
Without a doubt the biggest issue!
Having the same problem. Why am I using Stessa to do double the work? This the second year in a row now.
Yes, all of a sudden with the new version one bank is hung up. I’ve been a long time user and fan (and promoter) but I’m thinking of making a change. Hard to compete with free but when it becomes problematic I don’t have faith paying for it will help.
I pay for it, and it still doesn’t work.
I have had issues where some transactions were imported twice and some weren’t imported at all. It is stressful to sort it out.
I waited a little longer after I made this post and the importing issue seems to have fixed itself (magically). It took a week to import from my bank statement to Stessa, which in my opinion is far too long. It needs to be quicker in order to keep everything documented accurately. Also, I realized they are hiking their prices again. Today I attempted to log in on the desktop webpage and their page was down and I was unable to login. I attempted to speak to a customer service representative and it says they typically reply “within one day”. Stessa currently seems like a mess. I do currently use the free version, but we are deciding whether to switch our lease drafting/signing from Avail to Stessa. We also use and pay for Avail to collect rent checks and screen tenants, which I realize Stessa also does. We are currently trying to find the best platform that meets all of our needs (accounting, tax reports, rent collection, tenant screening, lease drafting/signing, ability to automate some processes, good customer service). Does anyone have any other recommendations? It seems like no site exists that offers all of these
Love the platform but lately have been having issues with bank account connectivity. There is always a “Fix Connection” that pops up for my account. It used to have me plug in my MFA one-time passcode but now it has stopped asking for it. I enter the credentials and it says its fixed but then no transactions are showing up. I have waited a few more days thinking this may need to be a batch refresh and transactions come over night but still no luck yet, please help!
@bridgingtenants Apologies for the inconvenience. I’ll have a team member reach out to you shortly to assist.
I am having problem fixing the existing Bluevine connection.
When i enter the password, it goes back to select list of banks.
One time it passed that and asked SMS code, i entered. But same problem again.
I am a paid pro member for two years now. I just noticed one of my transaction in June 2004 was in the bank website but was not imported so far. The other transactions from that payee, both before and after that transaction were imported. Very puzzling.
Same - accounts (Pennymac, Appfolio, multiple lenders) have sync issues nearly every month and don’t refresh even when entering logins manually. Monarch doesn’t seem to have this issue - what’s the difference? @victor any suggestions?