USAA transactions and balances not updating

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: https://help.monarchmoney.com/hc/en-us/articles/360048393352-Connection-issues

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.

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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!