Tiller updates for Excel workbooks do not happen automatically behind the scenes like they do in Google Sheets. You must click the “update” button in the Excel add-in each time you want to pull in new available data.
Tiller pulls data from your bank about once a day, which makes it available on our databases. Once it’s available, clicking the update button will pull it into your Excel Workbook. If you’d like to trigger a refresh to see if we can pull more data from your bank visit the Tiller Console and this will initiate a bank data pull.
Keep in mind we can only poll your bank at certain intervals a limited number of times in a 36 hour period. The refresh schedule varies by institution.