How to Manage Your Accounts in Yeeld

The 'Accounts' section of the Yeeld app allows you to keep all your finances organised in one place. Whether you’re managing different currency wallets, savings, or linked accounts, this section provides a comprehensive overview of your financial situation and easy access to all account features. Here's how to make the most of the 'Accounts' section:

Navigating the Accounts Section:

• Accessing Your Accounts: Tap on the ‘Accounts’ tab at the bottom of the screen to view a list of all your accounts, including currency wallets, open banking accounts, savings, and any connected accounts from other banks.

Key Features of the Accounts Section:

• Total Balance Overview: At the top, you’ll see your total balance, which is the combined value of all your currency accounts, piggy banks, and cashback balances. This gives you a quick snapshot of your overall financial status.
• Insights: Below the total balance, you’ll find insights into your financial activity, helping you understand your spending patterns, income sources, and savings progress.
• Open Banking Accounts: View and manage all linked accounts from other banks (e.g., Barclays, NatWest) within Yeeld, allowing you to monitor your external balances and transactions in one place.
• Savings: Easily access and manage your savings accounts or piggy banks, keeping track of your savings goals and progress.
• Currency Accounts: View balances for each currency wallet. Tap on a specific wallet to access options for:
  • ‘Send’: Transfer funds to other bank accounts or wallets.
  • ‘Exchange’: Convert currency from one wallet to another at competitive exchange rates.
• Adding Additional Currency Wallets: Tap the ‘+’ icon to open new currency wallets. Choose the desired currency type from the dropdown list and follow the prompts to set it up.

Advanced Search and Filter Options:

• Search Accounts: Use the magnifying glass icon in the top right corner to quickly search for a specific account. Type in names like "Barclays," "NatWest," "Yeeld," or "USD" to find the account you’re looking for.
• Filter Accounts: The search filter allows you to narrow down accounts by various criteria:
  • Account Type: Choose between savings, currency wallets, or linked open banking accounts.
  • Balance: Sort accounts by highest or lowest balance.
  • Name Sorting: Sort your accounts alphabetically (A-Z) or in reverse order (Z-A).

By utilising the features in the 'Accounts' section, you can effortlessly manage multiple currency wallets, savings, and linked accounts from different banks all in one place, keeping your finances organised and under control.