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What should I do about a missing account?
What should I do about a missing account?

Common issues and troubleshooting tips for missing accounts.

Heather Phillips avatar
Written by Heather Phillips
Updated over a year ago

The Account does not show in the Connected Account Summary

If you don't see the account listed in the Account Summary on the Tiller Console send us a message during our office hours (Monday - Friday, 8AM ET - 3PM ET) using the chat tool in the lower right corner of the Console at https://my.tillerhq.com and choose "Issue with my bank data" then file a ticket when prompted. We'll follow up with you to get the last four digits of the missing account.

ℹ️ Please be aware we do not support data feeds from insurance, rewards, or utility account types and generally replacement & multi-user credit cards are actually associated with the same account and won't be listed separately.

The account does show in the Connected Account Summary

If the account is listed in your Account Summary it's connected to Tiller so please double check that it is linked to a sheet.

  1. Scroll up to the list of sheets in your Console

  2. Click on the sheet name where you're expecting to see the data for this account

  3. Make sure there is a checkbox next to the account.

  4. If you add a checkbox here, open the spreadsheet and make sure you click "Fill" in the Tiller Money Feeds add-on or add-in

The account is linked to my sheet, but I still don't see the data

If after linking the account to the sheet and clicking the "Fill" button you still do not see data for the account in the Transactions sheet and the account does not appear on the Balances (default in Foundation Template) or Balance History (hidden by default in Foundation Template), there might be a connection issue.

To get help, send us a message during our office hours (Monday - Friday, 8AM ET - 3PM ET) using the chat tool in the lower right corner of the Console at https://my.tillerhq.com and choose "Issue with my bank data" then file a ticket when prompted.

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