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Data feed & fill service upgrade required for long-time customers in 2022

Learn more about the upcoming bank feeds upgrades.

Heather Phillips avatar
Written by Heather Phillips
Updated over 2 months ago

In 2022 we performed two upgrades. Most customers have already completed these upgrades. If you're not sure if you've completed the upgrade of your bank accounts review your Tiller Console at https://my.tillerhq.com

If you see financial accounts listed under "Connected Account Summary" then you have completed the data feed service upgrade.

If you ONLY see accounts listed under Archived Account Summary you have not completed the upgrade and you need to click "Add accounts" to re-connect your financial institutions.

Transitioning off the Feed Bot

This year we’ll also be asking all customers that are still using Feed Bot sheets to upgrade to using the latest version of our fill service, the Tiller Money Feeds add-on for Google Sheets by Dec 30, 2024.

You will receive final reminders about this in December 2024 if you're affected by this change.

Can I keep using the same spreadsheet?

We recommend that you start fresh in the Foundation Template as we're no longer supporting the older versions of our templates. However, we realize that you may have invested a lot of time and customizations into your existing spreadsheet and offer steps to help you update that spreadsheet to work with the Tiller Money Feeds add-on.

The transition guide to use will depend on whether or not you also need to work through the data feed upgrade steps. We will reach out with more information when it's time to upgrade or you can write to us at support@tillerhq.com to learn more if you'd like to go ahead and start your transition.

What are the benefits of using Tiller Money Feeds?

  1. Own your spreadsheet rather than Tiller owning your spreadsheet.

  2. Connect your financial data feeds to any Google Sheet.

  3. Start using our maintained and officially supported Foundation template for Google Sheets.

  4. A more powerful version of AutoCat for automated categorization, cleaning up descriptions, automatically applying tags and more.

  5. Track balances for manual accounts more seamlessly right from the add-on sidebar.

  6. Easily add the right solutions just for your financial situation into your Foundation template with the Tiller Community Solutions add-on.

  7. Offers a scalable and sustainable software engineering approach to filling Google Sheets with bank data that will allow Tiller to continue to grow and thrive.

What is different about Tiller Money Feeds that I should know about?

The way that Tiller Money Feeds updates your sheets is a little different than what you’re used to with the Feed Bot sheets.

The main difference is that you can click the "fill" button in the Tiller Money Feeds add-on to fill the data into your spreadsheet and that the fill doesn't happen automatically right after you refresh institutions on the Console.

The Auto Fill feature is enabled by default, which will fill new available data about every 6 hours.

If you have two factor authentication turned on for any of your bank accounts, any time you want to see recent data for those accounts you’ll want to re-authenticate them on the Tiller Console and then click "fill" in the Tiller Money Feeds add-on sidebar.

For best results use this workflow each time you want to see new data in your sheet:

First, refresh your accounts...

  1. Log in to the Tiller Console at https://my.tillerhq.com

  2. Scroll down to "Connected Account Summary"

  3. Click the “Refresh” button next to an institution to open the refresh page. If you see "Error" instead of "Refresh" click "Connection > Edit credentials" to refresh your account.

  4. Follow the prompts to re-authenticate your account if necessary. In some cases, this may require you to re-enter credentials and/or enter security answers or codes.

  5. Wait for the refresh process to complete.

Next, fill your sheet...

  1. Open your Google Sheet

  2. Go to Extensions > Tiller Money Feeds > Launch

  3. Then in the sidebar click Fill available updates

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