Connected Accounts

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

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18 articles in this collection
Written by Heather Phillips
Basics

Tiller Supported Financial Institutions and Accounts

Learn whether or not you can connect your account or institution to Tiller.
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Written by Heather Phillips
Updated in the last hour

How to Remove an Account or Institution Connected to Tiller

Learn more about removing institutions and financial account data.
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Written by Heather Phillips
Updated over a week ago

Supported Currencies

Learn about supported currencies from Tiller data bank feeds.
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Written by Heather Phillips
Updated over a week ago

How to Rename an Account Connected to Tiller

Learn how you can assign an account nickname to accounts connected to your Tiller Console.
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Written by Heather Phillips
Updated over a week ago

Updating Credentials for a Financial Account or Institution

How to update your login credentials if you change a password for your bank login.
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Written by Heather Phillips
Updated over a week ago

Link or unlink an account to an existing spreadsheet

You can easily link new accounts to an existing Tiller-powered spreadsheet to automatically pull in more finance data.
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Written by Heather Phillips
Updated over a week ago

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

Learn how to clean up your data if you've unlinked an account from a sheet.
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Written by Heather Phillips
Updated over a week ago

Updating open banking enabled connections

A guide on how to get your open banking connections working.
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Written by Heather Phillips
Updated over a week ago

Stop Feeding Data From An Account Into A Sheet

Learn how to stop the automatic data feed for an account into one of your Tiller spreadsheets.
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Written by Heather Phillips
Updated over a week ago
Troubleshooting

Financial Connections Error Troubleshooting Guide

Use this guide to troubleshoot financial connection errors and provide the support team with the required details.
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Written by Heather Phillips
Updated yesterday

What should I do about a missing account?

Common issues and troubleshooting tips for missing accounts.
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Written by Heather Phillips
Updated over a week ago

Using the Institution Outage Dashboard

Learn how to check in on known outages with some of your institutions.
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Written by Heather Phillips
Updated over a week ago

Expectations around data feed disconnections and outages

Learn more about what to expect when there is a data feed outage and when we communicate with Yodlee about it.
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Written by Heather Phillips
Updated over a week ago

Understanding Archived Accounts

Learn more about Archived Accounts on the Account Summary in the Console
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Written by Heather Phillips
Updated over a week ago

What if I am Having Issues Connecting My Bank Account?

Learn more about why you might be having issues connecting your bank account and what to do about it.
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Written by Heather Phillips
Updated over a week ago

What should I do about account errors or disconnections?

Learn how to troubleshoot account errors and disconnects.
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Written by Heather Phillips
Updated over a week ago

How to handle duplicated accounts in my spreadsheet

Learn how to handle duplicated accounts on the Console and in your sheet.
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Written by Heather Phillips
Updated over a week ago

Enable 3rd party cookies for Tiller

If you're seeing a Cookie settings error when trying to add or refresh an account use these steps to fix this issue.
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Written by Heather Phillips
Updated over a week ago