Tiller will automatically refresh most of your account balances and transactions each day. However, based on your activity and bank account security settings, this may happen more or less frequently.
Here's more on how Tiller's refreshes work:
If you visit your Tiller Console regularly, Tiller will update your bank, card, and investment accounts about once a day. Tiller may update your loan, mortgages, and insurance accounts (and other low frequency accounts) every few days or weeks.
Tiller only pulls cleared transactions into your sheets, and automated refreshes are scheduled on a per institution basis. Due to the schedule for refreshes set by our data provider, Yodlee, there can be up to a 36 hour delay between when a transaction clears and when it's added to your Tiller sheet.
Tiller cannot automatically refresh some accounts because of security settings, such as two-factor authentication (2FA), that you may have turned on for your accounts. Accounts with 2FA enabled require you to re-establish the connection to get your data by entering a security code sent to the phone number or email address you have set up for your account at the bank.
You'll notice an edit link with (!) next to any accounts under the Account Summary needing your attention in order to resume your data feed. You may also receive error emails associated with account disconnections if you're opted into these notifications.
Please review our account error troubleshooting guide and our missing transactions troubleshooting guide if you're noticing that transactions are delayed beyond this normal 36 hour window. If neither of those help reach out to email@example.com
Trigger a refresh manually
You can manually trigger a refresh by visiting your Tiller Console at sheets.tillerhq.com. As soon as this refresh finishes, and Tiller has pulled available data from your banks, any new transactions and all updated balances will be posted to all of your Tiller spreadsheets. This typically takes a few minutes.
The manual refresh process may also require that you enter any 2FA codes necessary to access your accounts and pull your data. You'll notice an edit link with (!) next to any accounts needing your attention in order to resume your data feed.
The refresh schedule for institutions varies and if an automated refresh has happened too recently, you may notice nothing new is pulled in when you manually trigger a refresh.
Do nothing for a few weeks, and Tiller will refresh less often.
If you have not visited the console at sheets.tillerhq.com for several weeks, your bank updates will be less frequent. There will not be gaps in your data, but your data just won’t be refreshed daily. Banks don’t want the refresh hits on their systems when they’re not needed, so this approach reduces the load on bank systems.
Many transactions take a few days to post under the best of circumstances.
Most credit card transactions appear within 2 to 3 days. Credit card transactions take extra time because Tiller waits for pending transactions to settle with your bank before posting them.
For example, when you fill your car with $30 in gas, the pending charge is $100, which is how much the bank first approved when your card was swiped at the pump. Then a day or two later the transaction will settle between the credit card company and gas station for $30. Once that happens, Tiller will then pull that data into your spreadsheet the next time it checks for a refresh.
Checking and debit transactions often appear faster, usually within a day.