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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