New accounts not linking to Excel

[richard.wollenberger]

I closed one investment account and added a new one. Both of these changes are correct and up to date in my Tiller dashboard, but those changes are not reflected in the Excel spreadsheet.

How do I fix this?

[Clint.C]

@richard.wollenberger

@richard.wollenberger

but those changes are not reflected in the Excel spreadsheet.

Do you see the accounts on the Accounts tab and the balance tab?

Clint