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What should I do if my account balance data is incorrect or not updating?
What should I do if my account balance data is incorrect or not updating?

Learn what to do when your last updated date for an account isn't current or you're not receiving recent balance updates.

Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

Tiller updates the Balance History sheet with new balance data if it's available when you fill your sheet. However, if you notice a stale “last updated” date on the Balances 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. 

Initiate a refresh from the Tiller Console

  1. Log in to the Tiller Console

  2. Scroll down to the Account Summary 

  3. Click the blue “Refresh” button next to institutions that haven't refreshed in the last 36 hours. White refresh buttons indicate a refresh in the last 36 hours.

  4. Open your spreadsheet and click “Fill” in the Tiller Money Feeds sidebar to pull in the latest balance. Feed Bot sheets should pull balances automatically.

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

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