Tiller will update a linked Excel workbook with the latest available data from accounts that are linked to the workbook upon clicking “Fill” via the Tiller add-in.
When new data is available to add to your sheet the Fill button will be blue.
To update your Excel workbook with available bank data:
Open the Excel add-in from the Data ribbon at the top of your workbook.
Click the “Fill” button at the top. A blue "Fill" button indicates that new bank data is available to add to your workbook.
Save your workbook. Filled transactions and balances cannot be re-filled if you forget to save.
Some updates may take longer than others depending on the number of linked accounts, and updates with large data sets can cause Excel to become unresponsive. You’ll be presented with an alert message if a large data update is triggered by clicking the “Fill” button.
If the Fill button is not blue indicating new data is available from your banks try visiting the Tiller Console at https://sheets.tillerhq.com/auth/google to refresh accounts under the Account Summary.