Tiller

Heather Phillips

Learn more about getting your financial accounts connected to the Tiller service.

Connected Accounts

Learn whether or not you can connect your account or institution to Tiller.

Tiller Supported Financial Institutions and Accounts

Learn more about removing institutions and financial account data.

How to Remove an Account or Institution Connected to Tiller

Learn about supported currencies from Tiller data bank feeds.

Supported Currencies and Date Formats

Learn how you can assign an account nickname to accounts connected to your Tiller Console.

How to Rename an Account Connected to Tiller

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

Editing Connected Institutions

You can easily link new accounts to an existing Tiller-powered spreadsheet to automatically pull in more finance data.

Link or unlink an account to an existing spreadsheet

Learn how to clean up your data if you've unlinked an account from a sheet.

How can I remove account data for an unlinked or closed account?

A guide on how to get your open banking connections working.

Updating open banking enabled connections

Basics

Use this guide to troubleshoot financial connection errors and provide the support team with the required details.

Financial Connections Error Troubleshooting Guide

Common issues and troubleshooting tips for missing accounts.

What should I do about a missing account?

Learn how to check in on known alerts and outages with some of your institutions.

Using the Institution Alert Dashboard

Learn more about what to expect when there is a data feed outage and when we communicate with Yodlee about it.

Expectations around data feed disconnections and outages

Learn more about why you might be having issues connecting your bank account and what to do about it.

What if I am Having Issues Adding A Financial Institution?

Learn how to handle duplicated accounts on the Console and in your sheet.

How to handle duplicated accounts in my spreadsheet

If you're seeing a Cookie settings error when trying to add or refresh an account use these steps to fix this issue.

Enable 3rd party cookies for Tiller

Learn more about Archived Accounts on the Account Summary in the Console

Understanding Archived Accounts

Troubleshooting

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