I’ve updated a certain linked account by performing a manual refresh within the Tiller Console. While the transactions appear in my Transactions tab after a “Fill Sheet” request, the balance associated with the account remains as it was at the last refresh (i.e., it isn’t synched with the actual total which is correct within the Tiller Console). Is the Balance information within that tab limited to a single snapshot daily?
The Balances sheet’s data ultimately comes from the Balance History sheet.
The Balance History sheet (hidden by default), Fills with data just like the Transactions sheet.
The top-most balance in Balance History for a given date is what will get reported on the Balances sheet.
You can have multiple refreshes and fills in the same day and they would get reflected in Balance History and Balances sheets.
That’s helpful. While I had manually refreshed the account in question a couple of times from the Tiller Console, I hadn’t “filled the sheet” (and as a result there wasn’t anything updating within the Balance History sheet). That said, once I performed a “Fill Sheet”, the account in question didn’t show any updated information within the Balance History sheet- despite being refreshed.
Perhaps certain institutions only allow actual refreshes a certain # of times per time period?
Concerning the account in question, I did find two balance numbers being reported for today- the timestamp was the same for both and it was using the smaller of the two balances (which happened to be the total from yesterday- there was also a similar balance item found within yesterday’s Balance History data). Unsure why the institution would send two different balances this morning during what I assume was an automatic autofill refresh (I have that option selected), but I modified the timestamp within the Balance History to one minute later and that enabled today’s correct balance to get transferred to the Balance sheet.
You can also just delete the line with the wrong balance when there are 2 or more on the same day.
I think sometimes when there are multiple refreshes (either automatically or user initiated), it pulls them all in and sometimes the older incorrect balance has the newest refresh timestamp.
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