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Search results for:Plaid

How to Remove an Account or Institution Connected to Tiller
For Plaid connections:… For Plaid connections:… Plaid does not allow us to offer an individual account deletion feature
How often is new data added to my Tiller-powered spreadsheet
Plaid connections don't offer a manual refresh option right now, but many Plaid connections automatically… What's the difference between Plaid and Yodlee?… How do I know if my bank is connected via Plaid or Yodlee?
How to file a bank feed issue ticket
The interface when refreshing with Plaid typically mentions Plaid somewhere on the refresh/add accounts… Plaid
How to handle duplicated accounts in my spreadsheet
You've connected the same institution's login to more than one data provider (Yodlee AND Plaid)… If the account is connected via Plaid there isn't a way to delete an individual account right now… are missing an account via one but can pull it via the other (i.e. mortgages aren't supported via Plaid
What Should I Do if I See Duplicate Transactions in my Sheet?
If you re-add the same institution connection with a backup data provider (Yodlee or Plaid) you will… column (to the far right) in your Transactions sheet to see if the sources are different (Yodlee, Plaid… Tiller Console for multiple connections to the same institution under different providers (Yodlee or Plaid
What should I do if my account balance data is incorrect or not updating?
Institutions connected via Plaid won't see a "Refresh" button
What is Tiller and how does it work?
your bank accounts, credit cards, loans, and investments using two trusted data providers: Yodlee and Plaid
Editing Connected Institutions
If your institution is connected via Plaid, you can also use the steps above to manually refresh your
Automatically import bank CSVs into Tiller
Yodlee or Plaid) so you will need to launch Tiller Money Feeds and click the Fill button… the dataset by the Source column to show only the transactions from the automated source (Yodlee or Plaid
Financial Connections Error Troubleshooting Guide
If your institution is connected via Plaid, you won’t see a refresh button… We have not yet updated this guide for Plaid specific errors… Please reach out to our support team for help with Plaid connections