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The Accounts section is one of the most powerful areas of the Yeeld app. It brings together your Yeeld account and connected third-party accounts, giving you a complete view of your finances in one place.
You can access Accounts directly from the main navigation menu.
Why connect all your accounts?
To get the most value from Yeeld, we recommend connecting all of your financial accounts, including:
The more accounts you connect, the more complete your financial picture becomes.
This allows Penny and Yeeld's analytics tools to provide more accurate insights and recommendations.
Overview
At the top of the Accounts section, you'll see your Overview Balance.
This is the combined value of all accounts included in your overview.
If you connect foreign currency accounts, such as:
Yeeld converts these balances into GBP using live exchange rates so you can view your finances as a single figure.
These conversions are indicative only and may differ slightly from actual exchange rates.
Customising your overview
Not every account needs to be included in your overview balance.
By selecting the drop-down menu at the top of the page, you can:
By default, all connected accounts are included.
This allows you to tailor the overview to suit your preferences.
Penny Snapshot
Below your overview balance you'll find Penny Snapshot.
Penny Snapshot is an AI-powered transaction search tool that allows you to quickly explore your finances.
For example, you could search:
Penny will search across all connected accounts and return relevant transactions and insights.
Penny may identify:
This helps you quickly understand how much a particular area of your life is costing.
Penny Snapshot is not the full Penny experience.
It is designed for:
For deeper financial conversations, savings goals, and advanced analysis, use the full Penny chat experience.
Your Yeeld Account
If you have opened a Yeeld account, it will appear at the top of your account list.
From here you can:
You'll see an option to open one.
Simply follow the on-screen instructions and your account will be created.
Connected Accounts
Connected Accounts are your external bank accounts connected through Open Banking.
For each connected account, you'll be able to see:
You'll also have the option to remove the account if required.
Reauthorising connected accounts
Open Banking permissions expire every 90 days.
To keep your data up to date, you'll occasionally need to reauthorise your accounts.
When there are approximately 30 days remaining, you'll see a:
Reauthorise button
Simply:
The process usually takes less than a minute.
Expired accounts
If an account is not reauthorised, it will move into an Expired state.
This means:
You can reactivate an expired account at any time by selecting Reauthorise and following the prompts.
Viewing account details
Both Yeeld accounts and connected accounts can be opened to view more detailed information.
Inside an account, you'll find:
View your full transaction history.
Break spending down by:
Compare:
You can also move between different months to analyse trends over time.
View AI-powered insights across areas such as:
These insights help you better understand how money moves through each account.
Consistent experience across all accounts
Whether you're viewing:
You'll have access to the same powerful tools:
This creates a consistent experience across your entire financial life.
In summary
The Accounts section allows you to:
It's designed to give you a complete, real-time view of your finances, no matter where your money is held.
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