Tiller will try to update the Balance History sheet with new balance data multiple times per day. That is why there are often several entries for an account for a single day. However, if you notice a stale “last updated” date on the Accounts sheet for an account here are a few things to check.

If you notice that the update date is older than about a day:

Check for a duplicate account

Review your list of accounts and check for a duplicate instance of the account that has a stale "last updated" date. Sometimes duplicate accounts appear when you remove and re-add an account on the Tiller Console. 

If you find a duplicate, update the index numbers for the old entry in the Balance History sheet to use the NEW index number for the account and then hide the row for the stale account in the Accounts sheet. Right click the row number to hide.

Initiate a refresh from the Tiller Console

Visit the Tiller Console to initiate a bank refresh (under your Accounts Summary it will say “Accounts refreshing…” and then “Accounts refreshed.”) This will usually pull an updated balance into your sheet.

Check accounts for errors

If the refresh doesn't pull in updated data, double check that you don’t have any errors (exclamation points) for the account in your Account Summary on the Tiller Console. 

If you see errors there, click “edit” to re-enter your bank username and password to try and correct the error. 

Contact support
If the above tips don't refresh the balance data reach out to support@tillerhq.com to let them know which account specifically is missing recent balances. 

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