Tiller

Heather Phillips

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

Connected Accounts

Tiller supports over 20,000 financial institutions. Check to see if yours are supported by our data aggregation partners.

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

Data Cleanup helps you clean up duplicated accounts or unwanted account data from your spreadsheet.

Using the Data Cleanup Workflow for Google Sheets

Check out our recommended steps if you need to change aggregators due to a connection issue.

Changing Aggregators and Cleaning Up Data

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

Steps and guidance on filing a bank feed issue ticket with Tiller's support team

How to file a bank feed issue ticket

Troubleshooting

Tiller Community

Tiller Console

Start a free trial

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.