Am I being the most efficient at feeding my Tiller spreadsheet?
I have 13 accounts at 5 institutions. One of those is Capital One which requires authenticating.
So every morning, I go to the console and check both the Tiller and the Account Summary dropdowns (not at all clear why the duplication here) and if none of them give me an ‘edit’ for Capital One, I go to the Account Summary and click on “add accounts”. This is the only way I have figured out to get Tiller to request credential check from Capital One, if there is no ‘edit’ to click on.
Once I get the Capital One data, I then click Open Sheet. Then click the Feed Add On then click Update Sheets. And finally, I’m good to go.
All this clicking seems inefficient to me. Especially that last part.
Seems like I should be able to automate those steps. Opensheet with the Feed Add On already loaded and the Update Sheets started automatically. Yes?
Is my routine for getting Tiller to ask for Capital One credentials, the best way or am I missing a better oen?
Thanks in advance