How to keep tracking during a feed outage
Whether your institution is on the outage list or you’re having trouble connecting and we’re waiting on our data provider to resume the connection here are some steps you can use to keep tracking during that period.
Manually tracking accounts during an outage or disconnection
There are a couple ways you can approach this.
Manually import your bank data
You can manually update your transactions and balances using this guide. When the data feed resumes you’ll likely end up with duplicate transactions. The easiest way to deal with these duplicates is to use the Tiller Community Solutions Manage Duplicate add-on workflow. This will allow you to flag the duplicates and merge them into a single transaction with your customizations (i.e. assigned category). If you prefer not to use the Tiller Community Solutions add-on you can manually delete the duplicates for transactions that were brought in when the feed resumed.
Use Tiller Community Solutions
You can manually add transactions as they happen using the Tiller Community Solutions add-on and flag them for reconcile. This is the best option because when the feed finally resumes, you’ll be able to match the manual ones to the automated transactions. This will make duplicate management easier.
Communication with Yodlee
After you've contacted us with the details of your account error/disconnect issue and we’ve determined we need to contact our data provider, Yodlee, about the issue we log it in our tracking spreadsheet.
We communicate with customers when we get an update from our data provider, and sometimes this can take several days or in some cases weeks before we hear back. If you don't hear from us, it just means we haven't received an update from them yet, but rest assured we're tracking the issue.
When they send us an update we communicate next steps to you as quickly as possible to see whether the changes they have made work. If their attempted fix doesn't work we report this to them and they continue investigating and the cycle starts over. This can result in several rounds of back and forth where we're asking you to try the same steps (e.g. try refreshing or adding the account) over and over again.
We apologize for the repetitive nature of this process, but due to the way many banking data feed integrations work this is the only way to test and validate the fixes for disconnection issues.
We cannot resolve all issues with Yodlee that you may encounter. Review the summary below to help manage expectations about types of service requests we have success resolving.
Issues we can usually resolve with Yodlee.
You're getting an error message while trying to connect an account for the first time and you've tried again a few times over a few days.
You're not receiving transactions for an account. Please be sure you review this missing transactions guide before contacting us about this issue.
You're not seeing balances for an account.
You're seeing incorrect balance for an account.
Your account information is incorrect.
Issues we can sometimes resolve with Yodlee
You're not seeing an account being pulled into the Account Summary on the Tiller Console that shows up when you log in directly to your bank's website. We do not support insurance or reward account types.
Duplicate transactions that persist for more than a week.
Issues we cannot resolve with Yodlee
Credit card number level transaction detail. We have not had much success with pulling in the credit card number associated with the transaction when multiple cards are issued for a single account because we pull data at the account number level in most cases.
2FA setting frequently disconnects the account.
Batch of missing transactions prior to a disconnection issue but after your initial import
Missing transactions due to a disconnection or inactivity for more than 90 days
Account types at the institution not supported by Yodlee (e.g. the credit card account type is not supported by Yodlee at some institutions)
Missing insurance accounts, we do not support feeds for insurance accounts.
Connection issues for sites that have "Beta support" with Yodlee
Newly opened accounts or replacement cards missing from customers on the legacy version of our integration with Yodlee