U.S. Bank Now Supports Open Banking for Tiller Customers

Originally published at: U.S. Bank Now Supports Open Banking For Tiller Customers - Tiller

Good news: U.S. Bank is back online with Tiller.

Our team has been working closely with Yodlee to restore your U.S. Bank connections to your Tiller-powered spreadsheets. As of August 8, 2023, access is back and better than ever with a secure new open banking connection.

How to link your U.S. Bank accounts to Google Sheets and Microsoft Excel

If you already have U.S. Bank accounts connected to Tiller you can upgrade your connection and pull approximately 90 days of transaction data .

  1. Open your Tiller Console at https://my.tillerhq.com 
  2. Click “Connection > Edit credentials” next to U.S. Bank under the Connected Account Summary & follow the prompts to log in and connect

If you haven’t yet connected your U.S. Bank accounts, you can click the “Add accounts” button on the Tiller Console and use the U.S. bank option to connect and pull in your accounts. 

Because this connection was unavailable for some time, use the steps in this help guide if you need to fill in any gaps in your transaction data.

As with all our other open banking enabled institutions, these new U.S. Bank connections are more reliable, faster, and more secure than the previous connections. 

If you run into any issues, reach out to our support team via the chat in the lower right corner of the Tiller Console at https://my.tillerhq.com

1 Like

Finally!

Since I have been entering the transactions and balances manually since this issue started in January; is there any way to re-connect to US Bank but not have it download the 90 day history?

Thanks.

I got excited, but still getting the error above.

Hi @Cowboy13 - there isn’t a way to prevent the 90 day download. If you do get duplicates in your sheet but you’ve been manually tracking, the duplicates should be easy to spot and clear because they may not be categorized or they’ll all have the same “Date added” date (column usually to the far right in the Transactions sheet)

Heather,
That’s what I thought, but wanted to verify.

Same issue with Balance History; I’ll need to delete those duplicates as well.

Heather,
Great news. I assume the line that states “USAA manages your accounts [sic] credentials” is a typo and it should be US Bank, not USAA, and it does not mean USAA would be a custodian for a Tiller user’s US Bank credentials.

John.

Welcome, @johntraynor :wave:

I’m not seeing this line you’re referring to in the post above? Perhaps that’s in a different post/email?

Followed the instructions and still getting this…

image

This comes after I log into US Bank and authorize it to link to the US Bank Accounts. Have tried multiple times.

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Please reach out to our support team via the chat window in the lower right corner of the Console at https://my.tillerhq.com/ - we can’t troubleshoot these issues in the Tiller Community.

See the two circled items to confirm this is on the same page…

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But that aside, when I’ve tried to add U.S. Bank, I get this:
image

I’ve tried multiple times. Yodlee interface seems pretty buggy.

I get the same thing. Still doesn’t work. Hasn’t worked since mid January for me.

Thanks @johntraynor - we’ve got that text fixed on the blog.

We’re noticing some customers (but not all) are having issues with the open banking connection.

We’ve reached out to our data provider to understand what’s going wrong here.

For now we’re treating it as an outage.

We appreciate your patience.

1 Like

Just want to chime in that I am getting a partial connection to US Bank. The balances for the accounts download and appear on the Connected Accounts Summary, however there is a yellow alert icon next to the US Bank header and instead of displaying the last refresh date/time, it says “unknown refresh date”. And although the balances appear on this page, the transaction detail does not appear in the Transactions tab.

Thanks for letting us know. We’ll be sure to update the outage sheet once this widespread issue is resolved.

Same for me. Still waiting for it to work.

Noooooooooooooooooooooo! I have been waiting for US Bank to actually work for so long and to have it be fake news that it is working is so disheartening.

Hi @kim.dushinski and @Cowboy13 I know this is disappointing! It’s definitely working for a lot of customers, many many more than it previously was, but it’s not 100% for everyone yet.

We’re working closely with our data provider on this issue still and they’re in close contact with U.S. Bank. Generally, when a new site is enabled for open banking there are some issues initially. The institution will collect the issues/feedback and push changes in a batch within the first couple weeks. We’re still awaiting that initial patch to come out but expect it to be weeks, not months in this case.

Thanks for your continued patience.

Tiller announced that U.S. Bank transactions were again working. I followed the instructions, but my U.S. Bank transactions do not download to Tiller.

I really like the Tiller concept, but for almost a year, it has not been reliable. When will U.S. Bank be reliably downloading?

@chrisseubert please see my last reply above :point_up: