Connected Accounts

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

17 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.

Written by Heather Phillips
Updated over a week ago

How to Remove an Account or Institution Connected to Tiller

Learn more about removing institutions and financial account data.

Written by Heather Phillips
Updated over a week ago

Supported Currencies and Date Formats

Learn about supported currencies from Tiller data bank feeds.

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.

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.

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.

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.

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.

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.

Written by Heather Phillips
Updated over a week ago

What should I do about a missing account?

Common issues and troubleshooting tips for missing accounts.

Written by Heather Phillips
Updated over a week ago

Using the Institution Alert Dashboard

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

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.

Written by Heather Phillips
Updated over a week ago

Understanding Archived Accounts

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

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.

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.

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.

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.

Written by Heather Phillips
Updated over a week ago