Tiller updates for Excel workbooks do not happen automatically behind the scenes like they do in Google Sheets. You must click the “Fill” button in the Excel add-in each time you want to pull in new available data. 

For accounts that can automatically refresh, Tiller pulls data from your bank about once a day, which makes it available in our databases. Once it’s available, clicking the "Fill" button will pull it into your Excel Workbook. Some accounts cannot automatically refresh and will require you to visit the Console at https://sheets.tillerhq.com/auth/google to manually refresh them.

Learn more about automatic refreshes

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