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New: Early Access to USAA Open Banking for Tiller Customers

Tiller is now testing Yodlee's first USAA open banking integration for faster, more reliable, and more secure bank data feeds to your Tiller-powered spreadsheets.

Good news: USAA is coming back online with Tiller.

Our team has been working closely with Yodlee to restore your USAA bank connections to your Tiller-powered spreadsheets. We are thrilled to announce Tiller is now testing Yodlee’s first USAA open banking integration.

Read: U.S. Bank Now Supports Open Banking for Tiller Customers

How to link your USAA bank accounts to Google Sheets and Microsoft Excel

open banking tiller

If you already have USAA accounts connected to Tiller you can upgrade your connection and pull approximately 90 days of transaction data for your USAA accounts.

  1. Open your Tiller Console at https://my.tillerhq.com 
  2. Click “Connection > Edit credentials” next to USAA under the Connected Account Summary & follow the prompts to log in and connect

If you haven’t yet connected USAA accounts, you can click the “Add accounts” button on the Tiller Console and use the USAA option to connect and pull in your accounts. 

You can use the same steps above to upgrade your U.S. Bank connections as well.

Because this connection was unavailable for some time, use the steps in this help guide if you need to fill in any gaps in your transaction data.

As with all our other open banking enabled institutions, these new U.S. Bank and USAA connections are more reliable, faster, and more secure than the previous connections. 

If you run into any issues, reach out to our support team via the chat in the lower right corner of the Tiller Console at https://my.tillerhq.com

About Open Banking

Open banking connections offer faster, more reliable, and more secure bank data feeds to Tiller’s automated personal finance spreadsheet. More about open banking and Tiller.

That’s because with open banking, you never share any account credentials with Tiller. USAA manages your accounts credentials and protects them with the same level of security used for your financial accounts.

And you remain in control of your financial data, with a transparent view of all your account connections.

“Open banking is a banking practice that provides third-party financial service providers open access to consumer banking, transaction, and other financial data from banks and non-bank financial institutions through the use of application programming interfaces (APIs).”

via Investopedia
Heather Phillips

Heather Phillips

Heather comes from a background of user experience design & customer support. She loves helping others learn, explore and discover better ways to use applications and products that improve their lives. When she’s not coaching customers on Tiller best practices, tweeting or writing blogs, she’s probably at a yoga class, out for a hike in the Blue Ridge, or off volunteering for a variety of non-profits.

Notable Replies

  1. Avatar for ACD ACD says:

    This has been working great - Thanks!

  2. That’s awesome, glad to hear it :slight_smile:

  3. Avatar for MarcC MarcC says:

    I reconnected in a new foundation sheet just to see what would happen and received two and half years of transactions.

  4. Avatar for randy randy says:

    Thanks for your patience and encouragement, @nathanielh.

  5. Header l pay mysupcrition on Januaryand l pay again in may l check my credit card recor and they all in there and you people saying you can’t no finde the payment l pay 79.00 two time thank u

Continue the discussion at community.tillerhq.com

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