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.