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Editing Connected Institutions

How to update your login credentials if there are changes to your connected accounts.

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

Updating your login credentials

If you change your username or password for your bank or you have a new card/account to pull in from an account connected to Tiller, you'll need to update the login via the Account Summary on the Tiller Console in order for Tiller to continue pulling your bank data.

  1. Scroll down to the Account Summary

  2. Click "Connection > Edit Credentials" for the institution that needs updated credentials

  3. The Account Update page will update

  4. Enter the new username or password

  5. Click the “Submit” button to save the new credentials. 

Tiller will resume gathering your transaction details. At this point you can click “close” and you’ll be returned to the Tiller Console.

Adding a second log in for a connected institution

To connect an additional login for an institution that is already connected to your Tiller subscription, follow these steps:

  1. Scroll down to the Account Summary

  2. Click Add Accounts

  3. Search for the institution (just like you're adding any other new account)

  4. Enter the your credentials

It might indicate you've already connected the institution, but it will allow you to add a second one.

Any accounts that are shared between your logins may appear in the Account Summary twice, so be careful to only link one instance of those accounts to your sheet.

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