I have recently posted about missing transactions. I wanted to add some detail and find out what others do to get around this issue.
The Issue: I noticed that in September, 5 American Express Platinum and 1 Capital One Venture transactions failed to load. The dates where 9/29,9/28 and 9/14.
When I download a new Foundation template, the missing transactions do show up on fill.
So the question is why do they not load into my current sheet. It seems it is either a Yodlee or a TIller issue. This type of problem should be of the highest importance for both Tiller and Yodlee as data integrity is the single most important aspect for each.
Suggestions from Tiller have been either manually import the missing transactions or move to the new spreadsheet. I did manually create the Amex transactions however it was time consuming since Tiller does not provide a tool and also made the inexplicable decision to rearrange the column order in transactions. Also, this is not a great longterm solution as I now have to be ultra diligent on missing transactions and then manually do this process on an ongoing basis.
Okay so what about starting from scratch? I has 4 years of data carefully categorized and I use subcategories of my own design and notes. So the first issues would be getting my old and new transactions merged, eliminating duplicate entries. This would be an ardous task. Also, I have created 5 pivot tables, 5 or 6 new sheets with data and graphs. Importing all of this would be quite time consuming.
Let’s say I suck it up and do that. Since I have been on Tiller for 6 months and this happend, should I expect to go through this process regularly? I sure hope not. The real answer is that Tiller needs solve this issue working with Yodlee if necesarry.
Wondering how everyone else is handling this type of frustrating issue.
This category is for how to, recommended workflows, advice, and troubleshooting a Microsoft Excel template or solution other than the Foundation Template.
If you need help with a bank connection, missing transactions, using the Tiller Money Feeds add-in, or questions about the Foundation Template please reach out to our support team via the chat tool on the Console at https://sheets.tillerhq.com/auth/login
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