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Check out the API documentation for the latest stable release at RubyDoc.


The software in this repository is in an early alpha state. This repository is currently not accepting pull requests or responding to issues. If there is a bug in the code or a feature you'd like to have, feel free to fork the repository.


This library works with Ruby 2.3+.


In sandbox mode, set to and Coyodlee.cobrand_name to restserver.

Export the following environment variables:

Environment Variable Description
YODLEE_COBRAND_LOGIN The login of your assigned cobrand
YODLEE_COBRAND_PASSWORD The password of your assigned cobrand


Add this line to your application's Gemfile:

gem 'coyodlee'

And then execute:

$ bundle

Or install it yourself as:

$ gem install coyodlee


The API remains in flux. Here is the current way to interact with Yodlee:

require 'coyodlee'

Coyodlee.setup do |config| = ''
  config.cobrand_name = 'restserver'
  config.cobrand_password = ENV['YODLEE_COBRAND_PASSWORD']

require 'coyodlee/connection'
require 'coyodlee/session'

conn = Coyodlee::Connection.create

resp = conn.start do |api|
  session = Coyodlee::Session.create(api)
  session. login_name: Coyodlee.,
                        password: Coyodlee.cobrand_password
  session. login_name: ENV['YODLEE_USER_1_LOGIN_NAME'],
                     password: ENV['YODLEE_USER_1_PASSWORD']


puts resp


To run tests: bundle exec rake test.

All tests are written in Minitest and HTTP requests are recorded using VCR.


After checking out the repo, run bin/setup to install dependencies. Then, run rake test to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to

Why another Yodlee Ruby library?

  • This library supports Yodlee's newer RESTful API. yodlee-icious supports the older RESTful wrapper over the SOAP API.
  • This library aims to be comprehensive in its feature set. yodlee only supports retrieving data from Yodlee MoneyCenter.


This repository contains alpha software and is currently not open to pull requests. If you'd like to modify the code in this repository, feel free to fork it.


The gem is available as open source under the terms of the MIT License.