In 2022 we will be upgrading all customers still on our older ("legacy") data feeds to the new ("YSL") version we offer. You can check your version by logging in to the Tiller Console at https://sheets.tillerhq.com/auth/login and scrolling to the bottom.

Note: if you received an email indicating that your data feeds have recently been upgraded, you will see "ysl" at the bottom of the Tiller Console instead of "legacy" and that means your upgrade has already happened, but you still need to follow the steps in the guide you received via the upgrade email.

We were already planning to start this transition this year, but the timeline was moved forward when we received news that the open banking (OAUTH) enabled institutions would be disabling support for their non-OAUTH banking sites, which affects all customers on our "legacy" version of the data feeds.

So far only Capital One, Charles Schwab, and Chase have made announcements that they are disabling support for the non-open banking sites, but we expect the rest of these institutions to do the same this year.

  • Read more about the benefits of open banking here.

  • You can read more about the data feeds upgrade here.

  • You can opt to go ahead and upgrade by completing the form here. Please make sure you have fully read and understand what's required of you in this upgrade before submitting the form.

Customers on the newer "YSL" version of Tiller's data feeds already take advantage of this faster, more reliable, and more secure open banking connections from Capital One, Chase, Charles Schwab, Bank of America, Wells Fargo, Citi, and a few other smaller institutions.

By upgrading your Tiller bank feeds, we’ll be able to support the best connections possible on all of your other banks as well.

Starting on February 1st we’ll gradually be upgrading customers affected by this Capital One change to the newer “YSL” data feeds.

Starting March 31st we’ll gradually be upgrading customers affected by this Charles Schwab change to the newer “YSL” data feeds.

Starting on April 4th, we'll gradually be upgrading customers on all other open banking sites to the newer “YSL” data feeds.

The best news is that the open banking connections do not require daily 2FA re-authentication! 🎉

Upgrading your Fill service

This year we’ll also be asking all customers that are still using Feed Bot sheets to upgrade to using the latest version of our fill service, the Tiller Money Feeds add-on for Google Sheets. This upgrade needs to happen before or at the same time as the bank connection upgrade if you are still using the older ("legacy") version of our data feeds. If this applies to you, your next steps email will include details on how to transition your spreadsheet.

You can check whether your sheet is powered by the Feed Bot or Tiller Money Feeds by visiting the Tiller Console at https://sheets.tillerhq.com/auth/login and reviewing the details under a spreadsheet's name.

"Feeds add-on" = Tiller Money Feeds powered sheet. Feedbot = Feed Bot powered sheet.

This is a great opportunity to start in a fresh spreadsheet and only include the data for the new YSL accounts, and is the easiest option. If this is your preference, hang tight until we email you confirmation that your account has been upgraded.

If you have been on the newer version of the data feeds since you started with Tiller (we're not upgrading your bank data feeds) but need to transition out of your Feed Bot sheet use this guide.

If we have recently upgraded your bank feeds to YSL and you need to transition out of your Feed Bot sheet, use this guide.

❤️ Benefits of Transitioning to Tiller Money Feeds

Transition from your Tiller Feed Bot powered Google Sheet to take advantage of many new and awesome features available from Tiller Money.

  1. Own your spreadsheet rather than Tiller owning your spreadsheet.

  2. Connect your financial data feeds to any Google Sheet.

  3. Start using our maintained and officially supported Foundation template for Google Sheets.

  4. A more powerful version of AutoCat for automated categorization, cleaning up descriptions, automatically applying tags and more.

  5. Track balances for manual accounts more seamlessly right from the add-on sidebar.

  6. Easily add the right solutions just for your financial situation into your Foundation template with the Tiller Community Solutions add-on.

  7. Refresh account connections, and enter 2FA codes, right from the add-on, if also on the YSL version of our data feeds.

  8. Offers a scalable and sustainable software engineering approach to filling Google Sheets with bank data that will allow Tiller to continue to grow and thrive.

💰 What to expect with Tiller Money Feeds

The way that Tiller Money Feeds updates your sheets is a little different than what you’re used to with the Feed Bot sheets.

The main difference is that you'll need to click the "fill sheets" button in the Tiller Money Feeds add-on to fill the data into your spreadsheet rather than it automatically filling into the spreadsheet each day.

We're aware this may seem like a "step backward" from the Feed Bot's automatic approach, but the automatic nature of the Feed Bot made it very hard to scale to a large user base and Tiller is growing. That's good for you because it means we'll stay in business and be able to keep feeding your data to your spreadsheet for years to come.

If you have two factor authentication turned on for any of your bank accounts, any time you want to see recent data for those accounts you’ll want to re-authenticate them on the Tiller Console and then click "fill sheets" in the Tiller Money Feeds add-on sidebar.

Accounts that can automatically refresh without your intervention should have data available to fill when you launch the add-on from the Extensions menu.

For best results use this workflow each time you want to see new data in your sheet:

First, refresh your accounts...

  1. Log in to the Tiller Console at https://sheets.tillerhq.com/auth/google

  2. Scroll down to "Account Summary"

  3. Click the “Refresh” button next to an institution to open the refresh page. If you see "Error" instead of "Refresh" click "Connection > Edit credentials" to refresh your account.

  4. Follow the prompts to re-authenticate your account if necessary. In some cases, this may require you to re-enter credentials and/or enter security answers or codes.

  5. Wait for the refresh process to complete.

Next, fill your sheet...

  1. Open your Google Sheet

  2. Go to Extensions > Tiller Money Feeds > Launch (or Open Sidebar).

  3. Then in the sidebar click Fill Sheets

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