Table of Contents
I'm having issues getting the Excel add-in installed and opening in Excel
Make sure that the two accounts depicted in this screenshot are the same. They should be the Microsoft account associated with your Microsoft 365 subscription.
Open the File menu
Choose Account at the bottom of the File menu
On a Mac:
Open the File menu and choose "New from template"
Review the email address signed in at the top after clicking the profile icon in the upper left.
I'm prompted to link a workbook that is already linked
If you're being prompted to link a workbook you've already linked mostly likely you created a copy (or did a "Save as") of the workbook so it doesn't recognized that it's linked.
To fix this issue:
Locate and open your original workbook
Getting a "cannot access the file" error when trying to install the Excel add-in
Often times this error is presented, but the add-in was successfully installed. After seeing this error you can confirm that the add-in was installed by going to the Insert ribbon, then choose "My Add-ins" and then add the Automated Bank Feeds add-in to your Excel application.
One workaround is to follow the steps for using Excel Online. You can use Excel Online to install the add-in and load it with your data. You'll need to use the Excel Online add-in to update it each time, but then you can open it with the Excel application to make changes.
To fix (known steps only for Microsoft Excel for Mac OS)
Click the "info" icon in the Excel add-in
Click "Clear web cache"
“Something went wrong” error after logging in via Excel Online
After signing in to Tiller via the Tiller Money Feeds add-in from Excel Online you see a “something went wrong” error in the task pane.
Close the task pane and relaunch the Tiller Money Feeds add-in for Excel
You should be signed in and able to use the add-in
Browser or app may not be secure error when I try to sign in
Usually this happens when you're trying to sign into Tiller via the Microsoft Excel add-in on a Windows computer using your Tiller subscribed Google account.
Sign in at https://my.tillerhq.com/dashboard/settings and choose the Google provider and sign in with the Google account you used to subscribe to Tiller
Click the “link” button in the upper right above your primary identity
Choose the Microsoft login option
Login to a non-work/non-school Microsoft account
If you try to log in using a work or school Microsoft account you will get an error indicating the Microsoft account doesn't exist. Link a free personal Microsoft account or create a new one at https://signup.live.com/signup and use it to link to Tiller as a secondary identity. This account (for logging in to Tiller) does not need to be subscribed to Microsoft 365.
After successful sign in you’ll see the new identity is linked to your subscription
Navigate back to your Excel workbook and click the Sign in to Tiller button
Choose the Microsoft option
Use the Microsoft account you just linked to your Tiller subscription
If you get a message indicating that "the identity is already in use" when you try to link a Microsoft account using the steps above please reach out to our support team using the chat tool in the lower right corner of this page and let them know the email address you tried to link and the error you saw.
"Failed to read the 'localStorage' property from 'Window' error
This error happens when you try to sign in to Tiller Money Feeds add-in via Excel Online (browser/cloud based Excel) and you are blocking 3rd party cookies.
Enable 3rd party cookies in your browser for https://onedrive.live:443 as depicted in the screenshot below.
Unexpected token < in JSON at position 0 error during a fill
This error happens when too much data is trying to be filled at one time. Generally this only happens if you have several years of data in Tiller's databases, many accounts (more than 20) and you're trying to fill all that data into a workbook for the first time.
To address this error and get your data successfully filled into the sheet, try filling the sheet in batches. Configure the linked accounts and toggle most of them off then fill the sheet for a few accounts at a time until you get all the accounts' data filled into the sheet. Subsequent fills should work fine.
Add-in unresponsive when I click "Sign in to Tiller"
You're clicking the Sign in to Tiller button in the add-in task pane and nothing is happening. This likely means that you need to install Windows or Office updates. Run Windows Update and Office Update to install all available updates until it indicates that there are no more updates to install.
The add-in disappears from the Data ribbon
We are aware of this issue with needing to re-add the add-in affecting some customers and we're working with Microsoft to understand the cause and get it resolved.
In the meantime you can access and re-add the add-in from the Insert ribbon > My Add-ins.
We also recommend that you make sure you have 3rd party cookies enabled as this can interfere with the add-in persisting on the Data ribbon.
If you'd like to help us troubleshoot this issue with Microsoft, please follow these steps and send back the two session IDs as directed in the steps below and be sure to submit the feedback form to Microsoft as directed below.
Open your Excel workbook where you have already installed the Tiller Money Feeds add-in and verify it is still installed by clicking on the Insert ribbon > My add-ins
Click "Add" to re-add it to the Data Ribbon. Confirm it appears there.
IMPORTANT: Copy and paste the session ID associated with your session from the File menu > Account > About Excel (screenshots below) into a message to us from the Chat tool in the lower right corner of this page > Send us a message > Tiller Money Feeds sidebar.
Save your workbook and close it.
Re-open your workbook and confirm the Tiller Money Feeds add-in does NOT appear on the Data ribbon.
IMPORTANT: If it's not appearing there, copy and paste the the session ID associated with this second session from the File menu > Account > About Excel into the chat you started. It will be a different session ID.
Navigate to File menu/tab then click the Feedback button in the top right next to the logged in user info (screenshot below). Use the following text in the first field "The Tiller Money Feeds add-in is not persisting on the data ribbon even though I already have it installed. I have to add it back from Insert > My add-ins window each time I re-open my workbook after saving it."
Click the submit button at the bottom.
IMPORTANT: Send us the chat message with the two session IDs requested above.