A new version of the Account Summary was released on March 16, 2020. The improvements to the Account Summary are intended to help you understand:

  1. Which financial institutions/logins you have connected to the Tiller Console.
  2. The last successful refresh date and time for a specific institution. 
  3. Whether a specific institution’s connection currently needs your attention (e.g. you need to enter a 2FA code to pull your latest data). 

IMPORTANT: Visiting the Tiller Console will no longer automatically kick off an account refresh. Click "Refresh All Accounts" to refresh your accounts if you don't see a recent refresh date within the last 24 hours. 

Look for accounts that show "Refresh w/MFA" and enter your credentials for those under "Connection"

These improvements will also allow you to: 

  1. Refresh accounts all at once or on a per account basis. 
  2. Enter two factor codes or security prompts and update credentials at the institution level rather than the individual account level. 

Deleting accounts

To delete an account click the … next to an account and choose “remove account” to delete it. Deleting the account does not remove the accounts’ data from your existing spreadsheets. 

Note: We hope to offer the option to delete all accounts for an institution with one action in a future update. 

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