USAA transactions and balances not updating

As Tiller founder, it drives me nuts that USAA isn’t working, first because so many of you are impacted, second because my wife and I use our USAA credit card and USAA checking as our primary accounts. Thanks @kyle for your optimism - it’s not unfounded. Trust us that this is a high priority internally. It will get resolved. We will support USAA come heck or high water, and it’s top of mind each day. As Heather stated, we’ll keep you updated.


thanks for the update and conviction Peter!

Thanks for these updates on USAA, and on Tiller’s persistence. I set up a Citizens bank account and a Wells Fargo credit card as “failovers”, and they work seamlessly with Tiller; I’m very pleased. I’m keeping my USAA checking and credit cards open in case they eventually support Tiller and open banking. I hope they do, but in the meantime, it’s good to have the failover option.

1 Like

Thanks to the staff here.
Honestly, I’m relieved that @peter and others are personally invested. I also use my USAA accounts for daily spending/saving and need this to work. I’m leaving personal capital after their statement that they have given up on getting USAA to work.


I spent a while on this issue with USAA on the phone, then wrote a letter to the bank president. I did get a call back from their “Executive Resolutions Team.” Unfortunately no help, the most I could uncover, (this was in November 2022) was that they had made a switch to MX transactions, and the breakage appears to have been related to that and Yodlee, where Tiller get’s its data from. Either way, no fix and no escalation path that I could uncover. Not via Tiller, nor USAA, nor Yodlee.

I tried to do a failover and created Capital One accounts. But quickly found out it with a limit of only three checking accounts, it couldn’t service the needs for me and my family and reverted back to USAA. So I’m just importing via CSV every now and then from USAA. Really want this to get fixed. I love Tiller, but am stuck with USAA.

I’m starting to consider other budgeting platforms at this point, since it’s been +5 months with no resolution and no visibility into a fix. Anyone else giving up and going elsewhere?

Thanks for the feedback @romeroag - we are so so close to having an open banking connection with USAA, but we don’t have an official timeline though we have been told they are fast tracking it so we do expect it to be working again this quarter or early next. As soon as we have a date, we will share it here. It won’t be the next open banking enabled site, but it’s high on the list.

We also received word that they hope they’ll be able to fix the integration before the open banking site goes live, were finally able to get someone at USAA to be responsive and have sent some logs/data over for them to analyze. Yodlee is waiting to hear back on what changes need to be made to fix the issue.

We are making progress, and this is about as much detail as I can share at this point.


I found a remedy for USAA. I simply clicked “Add Account,” entered my USAA credentials, clicked “Add,” and Tiller refreshed the USAA account already there (without adding another account) and everything was there.

I have found that Simplifi, the online product from Quicken does have a working sync with USAA accounts. It is a VERY different sort of tool so YMMV

Have you found another solution?

To me, whatever issue Tiller is having with USAA/Yodlee is their problem to solve, not ours. It’s been 5 months that this issue has been ongoing. That’s unacceptable.

Are you anticipating it taking another 5 months? Genuinely curious as to when you think this will be resolved.

Hi @chipfields - did you get transactions too?

We don’t believe this will be another 5 months! :crossed_fingers:

As soon as we get any official timelines we will communicate them here.

Ah, it would seem the last transactions recorded from USAA were on 7-26-22. But the balances are all there and correct.

I just tried to connect USAA again - no dice. No account information, balances or transactions.

BTW : Monarch Money uses Plaid and Finicity and I was able to download transactions for USAA however they also have connection / integration issues. See:

Just wanted to share an update here.

We’ve recently confirmed from Yodlee that they have signed an agreement with USAA for building an open banking connection. This will help to ensure the most robust, reliable, and secure data feeds possible with USAA. Tiller will be prioritized for the open banking connection as soon as this is ready, and they hope to have open banking with USAA live by March or April.

Most customers have not been successfully receiving USAA data feeds for a long time now, but for those who were, all data feeds from USAA have been disabled until open banking is available. Previously we (including Yodlee) hoped it would be fixed before the open banking connection went live, but they have confirmed that it won’t be fixed before then.

You’ll receive separate emails from us directly via your Tiller-subscribed email address about the next steps for USAA and the official date that open banking is expected to go live when we have it. You do not need to remove your USAA accounts.

Thanks so much for your patience with this longstanding issue.

In the meantime, there are some options for manually tracking. You can manually export a CSV for each account and copy/paste using this guide for basic steps:

There are also some great community built options that automate this a bit. Personally, I like the Simple CSV import, but it’s probably the most technical/advanced to set up.

Basic Bank CSV option

Build a workflow for your bank’s CSV format. You can also record a macro to easily re-format your bank’s CSV format for use with this basic bank CSV.

Simple CSV Import

There are more steps to setting this one up, and it will require you to add a custom bound script to your spreadsheet, but it is by far the most flexible option for more easily creating a re-usable mapping for various bank CSVs.

CSV Spreadsheet Importer Multi-tool

No scripts required. This in-sheet option transforms your data in the spreadsheet and gives you some options for making sure you don’t import transactions a second time.


Heather - Just wanted to say thank you for working on this and providing so many helpful, detailed updates for the community. I really appreciate how much information you’ve shared and how seriously Tiller is taking this issue. It’s not practical for me to switch from USAA, so my family and I are really grateful for next steps with the open banking connection. Keep up the good work, and thanks again!


Does anyone have any news on USAA being able to fill on spread sheets? I saw a post from August 2022 saying it should start working in March or April. Is that still the case?

We’ve just reached out to Yodlee again today to see if they have a date.

We will share an update as soon as we have one!


Any update on USAA Heather? I signed up for Tiller over the weekend and it’s unfortunate that neither USAA nor Vanguard is working with Tiller.

No updates yet, but I did ping them again today. I pinged them last week on an update for the timeline and no response.

Navy Federal Credit Union open banking connection is going live next Monday. They pushed that back about 3-4 weeks and they had been in development on it for quite a while. USAA hopefully is jumping ahead of other institutions that were already on deck for an open banking site, but they do not share their internal details/timelines with us.

I promise as soon as I hear anything regarding the timeline I will be emailing USAA customers and updating this thread :slight_smile: