What is the solution to updating the bank account when it’s not doing so automatically?
Is it much better for the account to be automated than done manually?
Hi, @altonbal,
The processes work the same, regardless of whether the account is updated automatically or manually. You can find step-by-step instructions here, including how to remove the manual balances once the feed resumes: Institution Data Feed Outage - Add as Manual Account?
~Rebecca
You can use the account Refresh button on the Tiller Console to update the account if the Last Refresh date is older. The accounts will refresh automatically on a random schedule from Yodlee and the banking institution, but there is no problem with you doing a Refresh yourself if you are looking for more current data.
I usually start by visiting the Tiller Console and doing a Refresh for any account that is more than 24 hours old. Then I use Tiller Money Feeds to Fill Sheets and work with the newly imported data.
Thanks, Martha. I misinterpreted the question. I thought it concerned a problem with the feed from the bank.
~Rebecca