Ally Bank not syncing

I’m sure I’m not the only one having issues (again), so for those in the same boat, here’s the frustrating answer I received today from an Ally representative:

“I do know this has been a known issue and is based on Ally’s policy with third party sharing. It has been reported, but there is currently not an estimate for resolution.”

Has any received a more helpful answer from Ally?

I was able to sync my Ally accounts today with MFA.

Hi @johnschnett,

I’m not sure what the issue, but here is the alert message from Yodlee on the outage “we have observed were informed that Ally Bank requires users to take action for enabling us to continue the refreshes”

This could just be the new requirement to input MFA in order to connect.

What is the experience you’re having @johnschnett? Were you able to connect it after the Jan/Feb outage and now you’re not?

Were you ever able to get an answer for your duplicate account questions? I followed the “Add Account routine for Ally” which finally allowed me to sync for the first time this year. However I also have the duplicate accounts and am wondering if I am safe to delete the old one.

Hi Chris!

Since I started this “Ally Bank not syncing” thread, Tiller has released an automatic update which I’ve applied to my spreadsheet. Since that update may have made substantial changes behind the scenes, I’m wary of trying to offer a definitive answer to your question, so instead I’ll offer a few thoughts regarding each level of safety mentioned above.

What Do We Mean By “Safe”?

There are different levels of “safe”:

  1. Fiscal safety / Bank Data safety — Tiller is inherently safe inasmuch as they can modify neither your bank balance nor your bank’s data.
  2. User-entered Data safety — Google sheets is mostly safe inasmuch as it saves versions of your document as changes are made. (see below)
  3. Time safety — Here’s where nothing’s safe…addressing problems with your spreadsheets will take time, one way or another. I suspect your question boils down to, Can you save me some time?

I doubt I can save you a ton of time, but hopefully something below will at least save you some. :hourglass_flowing_sand::sunglasses:

So. Let’s drill down on the 3 levels of safety.

Fiscal safety / Bank Data safety

At this level of “safe,” the answer to your question is, “Yes!” You can always link to a completely new spreadsheet and have a pristine setup with 100% clean data from your bank.

User-entered Data safety

Any time you edit your sheets by hand, there’s always the risk that you’ll make a mistake that a computer would not have made. In this sense, the answer to your question is, “Not entirely,” however, there’s something you can do to at least get much closer to safe: use version control.

I like to tinker with things. It helps me learn, which gives me a greater sense of control. That’s part of what I like about Tiller. I’ve also broken my spreadsheet in the past by not following this simple best practice: save a named version before making any major changes. How?

File > Version history > Name current version.

This way, if you do something horribly wrong, you can always find where you started in the version history for the spreadsheet. It’s not a panacea as any transactions Tiller adds after your named version could be “lost” if you end up having to revert. Such a situation could have you futzing with copy/pasting rows to effectuate a “merge” from multiple versions, which, depending on your point of view, is either more learning…or a big waste of time. :nerd_face:

Still, it’s well worth your while to learn about Google Sheets’ version system, one way or another. If you aren’t already familiar with it, I highly recommend creating a blank spreadsheet and just messing around to get a feel for how the version history and named versions work.

Time safety

If the prospect of having to delve into the bowels of your spreadsheets doesn’t appeal, it might be best to avoid deleting anything. In fact, if I were in the same boat now as I was a month ago, I’d probably handle your situation (such as I understand it from your single sentence :grimacing:) this way:

  • Create a new spreadsheet and link it to Tiller, as if starting from scratch.
  • Copy/paste any transactions from my old spreadsheet that aren’t present in the new one. (I’m not entirely sure how many months of history Tiller preserves on their-, or Yodlee’s, servers.)
  • Copy/paste whatever customizations I’ve made to my categories, autocat, etc.

This approach has the benefit of being entirely disposable…if you make a mistake, the new spreadsheet can be deleted with no harm to the original.

Good luck!
– Other Chris

P.S. @chris123, I just realized that I’d not read the email from this forum carefully enough to realize that you were replying to Anil, and not to me. All of my advice is generally usable, but in this specific case, probably misleading inasmuch as Tiller appears to have automated away some of the mess I personally dealt with. caveat lector!

At this point, I’d be happy to have this thread closed as the original issue—Ally not syncing at all—has been fixed for some time. And 100+ posts is rather a lot to expect newcomers to wade through!

@heather Would it be possible to lock this thread with a link to some new thread about duplicate accounts? (At any rate, I’m un-watching so that I don’t end up writing more distracto-posts. :face_with_hand_over_mouth:)

Hi Chris

Once updated Account Summary in Tiller Console, duplicate accounts have disappeared. I still have some minor issues with Ally Accounts that Heather is helping me with.

Anil

@heather — Until yesterday, I hadn’t made the connection that the new Ally MFA requirements would require me to visit the Tiller Console and refresh my accounts each day in order to supply the latest Ally transactions into my spreadsheet.

Now that I’ve figured that out, all is working well.

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