Updating your login credentials
If you change your username or password for your bank or you have a new card/account to pull in from an account connected to Tiller, you'll need to update the login via the Account Summary on the Tiller Console in order for Tiller to continue pulling your bank data.
Scroll down to the Account Summary
Click "Connection > Edit Credentials" for the institution that needs updated credentials
The Account Update page will update
Enter the new username or password
Click the “Submit” button to save the new credentials.
Tiller will resume gathering your transaction details. At this point you can click “close” and you’ll be returned to the Tiller Console.
Adding a second log in for a connected institution
To connect an additional login for an institution that is already connected to your Tiller subscription, follow these steps:
Scroll down to the Account Summary
Click Add Accounts
Search for the institution (just like you're adding any other new account)
Enter the your credentials
It might indicate you've already connected the institution, but it will allow you to add a second one.
Any accounts that are shared between your logins may appear in the Account Summary twice, so be careful to only link one instance of those accounts to your sheet.
Tip: If you are having trouble adding a second log in, try using a private browser.