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

U.S. Bank now supports Tiller customers with a secure new open banking connection.

Good news: U.S. Bank is online with Tiller.

Our team has been working closely with Yodlee to restore your U.S. Bank connections to your Tiller-powered spreadsheets. As of August 8, 2023, access is back and better than ever with a secure new open banking connection.

Read: Early Access to USAA Open Banking for Tiller Customers

How to link your U.S. Bank accounts to Google Sheets and Microsoft Excel

USBank

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

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

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

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 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. U.S. Bank 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. Finally!

    Since I have been entering the transactions and balances manually since this issue started in January; is there any way to re-connect to US Bank but not have it download the 90 day history?

    Thanks.

  2. Hi @Cowboy13 - there isn’t a way to prevent the 90 day download. If you do get duplicates in your sheet but you’ve been manually tracking, the duplicates should be easy to spot and clear because they may not be categorized or they’ll all have the same “Date added” date (column usually to the far right in the Transactions sheet)

  3. Heather,
    That’s what I thought, but wanted to verify.

    Same issue with Balance History; I’ll need to delete those duplicates as well.

  4. Heather,
    Great news. I assume the line that states “USAA manages your accounts [sic] credentials” is a typo and it should be US Bank, not USAA, and it does not mean USAA would be a custodian for a Tiller user’s US Bank credentials.

    John.

Continue the discussion at community.tillerhq.com

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