Tiller will automatically refresh most of your account balances and transactions each day. However, based on your activity, this may happen more or less frequently. There are a few ways that your account data refreshes and updates your Tiller spreadsheet.
Tiller will typically refresh most of your data once a day.
Presuming you’ve been to Tiller recently, Tiller will update your bank, card, and investment accounts daily. Tiller will update your loan, mortgages, and insurance accounts (and other low frequency accounts) every few days.
Refresh all of your accounts now by visiting the Tiller Console
You can manually trigger a refresh simply by visiting your Tiller Console at sheets.tillerhq.com. As soon as this refresh finishes, and Tiller has pulled available data from your banks, any new transactions and all updated balances will be posted to all of your Tiller spreadsheets. This typically takes a few minutes.
Do nothing for a few weeks, and Tiller will refresh less often.
If you have not edited your Tiller spreadsheets nor visited the console at sheets.tillerhq.com for several weeks, your bank updates will be less frequent. There will not be gaps in your data, but your data just won’t be refreshed daily. Banks don’t want the refresh hits on their systems when they’re not needed, so this approach reduces the load on bank systems.
Many transactions take a few days to post under the best of circumstances.
Most credit card transactions appear within 2 to 3 days. Credit card transactions take extra time because Tiller waits for pending transactions to settle with your bank before posting them.
For example, when you fill your car with $30 in gas, the pending charge is $100, which is how much the bank first approved when your card was swiped at the pump. Then a day or two later the transaction will settle between the credit card company and gas station for $30. Once that happens, Tiller will then pull that data into your spreadsheet the next time it checks for a refresh.
Checking and debit transactions often appear faster, usually within a day.