I do like being able to access those directly and not have auto-update-check/fill executing every time with Launch.
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The category list when adding manual transaction no longer lists hidden categories. Can we add these back to the list? There are categories that I hide because I don’t want them to show up on reports, but I still want to categorize them. I realize I can add the transaction then go to the register and change it, but shouldn’t I be able to pick this directly?
Hi @Beep - I’ll get this logged as a requested change. I’m guessing previously it didn’t work this way and we didn’t intend to change this behavior (I don’t think).
A little feedback on dark mode - the button section at the bottom of Add Manual Transaction doesn’t seem to take on the dark mode theme.
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Thanks @Mark.S on this and your feedback from yesterday. I’ll note it down, but I don’t think we were really building with dark mode in mind, it just kind of worked out 
We’re trying to move fast here because our development process is “fixed timeline, variable scope” and there is a lot of scope to re-working the UI for Tiller Money Feeds.
We also have a specific deadline for some of these bigger feature deliverables needing to be re-worked and go out sooner, so you’ll notice some things are getting released but other things are missing that used to be there. We’re working to get core functionality shipped so I don’t know if this dark mode change, or the menu items will get shipped this cycle, but I will certainly note it down.
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In the new Manual Accounts dialogue, it forces me to enter Account Details such as Account# and Institution before I’m able to Update Balance. Doing so causes the entries to be ungrouped in the Balances tab. Is it going to be possible to leave that information blank as in the past? I realize I can go into Balance History and adjust those entries after the fact. But, I really feel like these should be allowed to be blank (ie. “Property” doesn’t have an Account# or Institution).
For my vehicles, I put the VIN as the account number, and for my home, I put the street address. For the Institution, I just put my name. I’m not prompted for any information when updating those accounts.
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I ended up going into Balance History, filtering on each Manual Account, and copying Account ID over to Balance ID. I wonder if Balance ID is new or being used differently with the recent updates. It appears that it was the piece that was missing and needed to be present. I left Account # and Institution blank, and it no longer nags at me when doing a Manual Account update.
I have put in a change request to revert to the prior behavior. No promises on when/if this will be updated.
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I’ve discovered that launching Tiller Money Feeds does not auto-fill when auto-fill is enable, and that is good for me. It still does the auto-update-check (which is fairly fast for me), but I feel like I have control on fill changing my sheet when I’m interacting with the UX 
I did a Manual Transaction today and the Transactions sheet Date is one day before the date I entered. There are quite few places I see these time zone related issues. I think some of them wouldn’t be noticed if the sheet is in the developer’s time zone.
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It seems a date issue might have cropped up when adding manual transactions. I track my cash transactions with a manual account. Today, I’ve added a few and the transaction date is being entered as one day too soon. I also checked the update balances checkbox and the new balance has the correct date. I added two transactions for May 31st; these were entered with the date of 5/30/2024. I added one for today and it’s date was 5/31/2024.
Regarding the new “add manual transaction” tool:
- I really miss having the option to access it from the menu under “tools”
- The date I enter is never the date that shows up on my transaction. When it actually adds the transaction to the spreadsheet, it uses the day BEFORE the date that I put in to the tool.
- I miss that my previous settings (i.e. the ones I used last time I accessed the tool) are no longer saved. For example, there is one account in particular that most of my transactions are out of, and in the old tool I would not have to reselect that from the pull-down menu every time. I loved this feature. In the new tool, it auto loads the bank account that is 1st alphabetically, and it happens to be an account that I rarely use.
- The same goes for the default category: I wish the new tool would remember the last one I used.
- I can no longer access the hidden categories, which is an issue, because I can’t enter credit card payment transaction and account transfer items on the manual transaction tool anymore.
Today we pushed several more changes:
- Connected Accounts rework - NOTE!
This does remove the ability to refresh institutions from the sidebar, going forward (until we can re-implement this in the sidebar) you will need to refresh institutions on the Tiller Console at https://my.tillerhq.com and then head back to the add-on to check for updates/fill. - Split Transactions - this has been reworked using the new style/design
- AutoCat Rule Builder - this has been reworked using the new style design - this removes the “rule from selection” feature for now
We decided to pull the refresh capability in the sidebar because it was a bigger lift than just updating the style/design AND as we continue working to offer multiple aggregators it makes that feature more complex so this may take us longer to re-introduce.
We have a change request open for making sure that categories marked as Hide on the Categories sheet show up in the drop downs in the sidebar.
Feel free to reply if you have other feedback or find bugs on the new style/design.
The manage solutions/templates feature is up next!
Great feedback @tinaflote - we’ll definitely keep some of these in mind for enhancements, especially because they used to work that way
I do have a bug logged for the incorrect date issue.
Does this mean my sheets won’t automatically fetch and fill new transactions daily? I have to re-login to each account manually from my.tillerhq?
I would conjecture that no, you shouldn’t need to refresh every day to see transactions, only when a feed has fallen behind. For example, Rocket Mortgage I need to refresh often.
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@stemcell if your institutions automatically refresh you should see your Auto Fill continue to work as normal. It’s only if you were going into Connected Accounts to trigger a refresh (completely separate from a fill) that the functionality has been removed.
In my case for a credit union account I have to refresh it daily. Removing that option (even if it is temporary) has removed the capability of easily navagating to the refresh from Tiller Foundation Template menu. You could at least put a link to https://my.tillerhq.com/ on the side menu that takes you quickly to the https://my.tillerhq.com/ page as a temporary fix.
Hi @earlnall this is coming - hopefully today - It was supposed to be in the last push but it was a miss that the “X need refreshing” link didn’t take you there. Sorry about that!
We pushed some more updates today:
- Redesign of the top area related to the fill button, linked accounts, and refresh notices. The [N] needs refreshing notice will now open the Tiller Console rather than navigating to Connected Accounts - you will still have to refresh from the Console for the time being.
- Manage Manual Accounts is now a button in the Transactions & Manual Accounts section
- Tiller Solutions / Template management page has been redesigned
- This should also address the issue where categories marked as hide were not showing in the dropdown menus for Add Transaction and Split Transaction.
