Tiller Money Feeds update: Account refresh cues + Excel updates

Today we pushed a new version of the Tiller Money Feeds add-on for Google Sheets and add-in for Excel live.

Updates to Google Sheets

We hope this change will help clarify the way the feeds work. We get a lot of feedback, questions, and confusion around the way bank data flows into Google Sheets.

The bank data feeds flow into your spreadsheet in a three step process:

  1. Institution refresh - this is a process between our data provider and your financial institution. It can be automatic (if eligible) or interactively triggered by you via the Console or Tiller Money Feeds add-on (Connected Accounts). Read more about automatic refresh eligibility.
  2. Update to our database - upon a successful refresh the financial data in our databases is updated with the latest data from your bank.
  3. Fill the sheet - when new data is available in our database it is ready to be filled into your sheet.

To reflect these three steps we have changed the “Update sheets” button to be “Fill sheets” and “Auto Update” is now “Auto Fill.”

We have also added some visual cues to the main add-on sidebar to indicate that some institutions have not recently refreshed, either because they are not eligible for automatic refreshes or there is an error.

The refresh status cues in the add-on will only apply to customers using the YSL integration with our data provider. Read more about our data feed integration versions.

While working through these changes we fixed a bug related to the way some error icons behaved via the Connected Accounts section in the Tiller Money Feeds add-on. In some cases if there was a red exclamation icon indicating an error, clicking the icon would open the “Add Accounts search” screen instead of the “Edit credentials” screen for the specific institution. That issue has been corrected in this release as well.

Updates to Microsoft Excel

We wanted to use consistent language so we changed the “Update” button to “Fill” and have also modified the UI a bit. You’ll see the “Fill” button at the very top of the task pane now. You’ll notice that there is no longer “update available” text for Transactions and Balances, but the “Fill” button will be blue if there is an update available and ready to be filled. We also give you an indication of how long ago the sheet was last filled.

As part of this update, we upgraded to the latest versions of various codebases required for Excel add-ins. This may require you to update your Windows OS or version of Excel.

There was been a noticeable performance improvement with this upgrade during the fill process. We also hope this will address some of the other reliability issues that some customers have reported with Excel workbooks filling, but that was not necessarily the expected outcome of this specific work.

If you find you’re running into other issues with the Excel add-in after this release please reach out to our support team via the messenger in the lower right corner of the Console at https://sheets.tillerhq.com/auth/google

Share your feedback

Please let us know if you have feedback or questions about these changes! We’d love to hear it :pray:


A post was split to a new topic: Way to have Google Sheet updated automatically