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What should I do about a missing account?
What should I do about a missing account?
Common issues and troubleshooting tips for missing accounts.
Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

If you're missing an account generally we think of this as the account not showing up on the Tiller Console under the Account Summary.

Checking the connection and links

If you're missing data for an account in your sheet, first make sure it's connected and linked.

  1. Log in to the Tiller Console

  2. Scroll down to the Account Summary. Is the account listed here?

  3. Proceed below based on whether the account is listed in the Account Summary

Yes, the account shows in the Account Summary

If the account is listed in your Account Summary it's connected to Tiller so please double check that it is linked to a sheet.

  1. Scroll up to the list of sheets in your Console

  2. Click on the sheet name where you're expecting to see the data for this account

  3. Make sure there is a checkbox next to the account.

  4. If you add a checkbox here, open the spreadsheet and make sure you click "Fill" in the Tiller Money Feeds add-on or add-in

  5. If that doesn't help, proceed with steps in the next section.

The account is linked to my sheet, but I still don't see the data

If after linking the account to the sheet and clicking the "Fill" button you still do not see data for the account in the Transactions sheet and the account does not appear on the Balances (default in Foundation Template) or Balance History (hidden by default in Foundation Template) sheets follow the steps below.

  1. Log in to the financial institution website directly.

  2. Navigate to the transactions page for the account with the missing transactions.

  3. Take a screenshot of the transactions list for the account that depicts recent transactions.

  4. Continue with the support bot conversation that sent you to this help article (It's linked, but not feeding data) and send us the screenshot OR if you haven't started a chat yet send us a new message from the Console using the chat tool in the lower right corner and choose Account Connection question > Missing Transactions.

πŸ™ˆ Feel free to mask any sensitive information.

No, the account is NOT listed in the Account Summary

When other accounts at this institution are connected, but a specific account does not appear in the list it means the account is truly missing and we'll need more information from you to continue troubleshooting.

ℹ️ Please be aware we do not support data feeds from insurance, rewards, or utility account types and generally replacement & multi-user credit cards are actually associated with the same account and won't be listed separately.

  1. Log in to the financial institution website directly.

  2. Take a screenshot of the missing account as it appears in your accounts list when you log in directly to this bank online

  3. Continue with the support bot conversation that sent you to this help article (It's totally missing) and send us the screenshot and copy/paste the URL of the Account Summary page when you log into the institution directly into the chat OR if you haven't started a chat yet send us a new message from the Console using the chat tool in the lower right corner and choose Account Connection question > Missing an account

πŸ™ˆ Feel free to mask any sensitive information, but please be sure to include the URL of the page in the screenshot.

Missing account: Next steps

Based on whether the data is missing for the account or the account is truly missing we may need to contact our data provider for assistance.

Possible causes

  • there is an error specific to that account behind the scenes

  • the account type isn't supported

  • our data provider cannot retrieve the data due to an unfamiliar page layout variation

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