New: Improved Bank Feed Connection Experience

Tiller is continuing to invest in making it easier for you to manage your daily finances with the flexibility and control of a spreadsheet.

Tiller is continuing to invest in making it easier for you to manage your daily finances with the flexibility and control of a spreadsheet.

This week we’ve introduced an improved user experience for securely connecting and refreshing your bank feeds.

When you visit the Tiller Console at my.tillerhq.com to refresh or edit your connected accounts, you interact with Fastlink. We’ve just launched an upgrade, and we’re excited to be among Yodlee’s first deployments of the next generation Fastlink experience.

The new experience is faster and smoother

Tiller automatically refreshes most banks once a day. But we know some users prefer to manually refresh their accounts on demand. Clicking the refresh button now provides a faster update with clear messaging about the status of your connection.

The same is true if you’re connecting to a new bank.

We hope this new experience makes it even easier for you to keep a clear, confident view of your financial life.

As always, if you run into any issues connecting or refreshing any of your institutions, please contact Tiller’s support team via the chat tool in the lower right corner of the Tiller Console at my.tillerhq.com

Feel free to let us know what you think here in the Tiller Community!

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

scottaubuchon89 says:

August 22, 2023

How about a “Refresh All” button?

Every morning, I need to manually refresh every single bank.
heather says:

August 22, 2023

Hi @scottaubuchon89 - thanks for your suggestion. We will not be able to support a refresh all button. Refreshing all institutions in one go violates our data provider’s use policies. Thanks for your understanding.
scottaubuchon89 says:

August 22, 2023

Understood.

How about allowing me to set a time when EACH connection is refreshed?

i.e.

Bank 1: 3 AM
Bank 2: 3:30 AM
Bank 3: 3:45 AM

etc…

??
morgan says:

August 23, 2023
Hi @scottaubuchon89 manually refreshing is expected behavior for some institutions. Usually this is due to the bank’s required security settings or agreement with our data provider so there isn’t a way to automatically refresh those accounts or set a time for the automatic refreshes.

Some reasons your institution(s) might require manual refreshes:
- Your bank is enforcing multi-factor (MFA) or two-factor (2FA) authentication
- Auto refresh has been disabled for the institution by the bank or our data provider. This setting can change over time based on factors like the bank’s security requirements or refresh health of the institution, but is not something we can change. If it has recently been disabled there is a good chance it will get re-enabled in the future.
sdre says:

August 23, 2023

Was hoping new interface would now work with Apple Card. Added it July 18 and although it does get an account balance, no transactions are download. Any word when this download might work?