Wealthsimple sync broken

[mmathieum]

Please fix Wealthsimple sync, it’s the only major hold-out to migrate from M__t.

[randy]

We hear you, @mmathieum. Looks like that connection broke in October. We are working with our aggregator to get it back up.

Welcome to Tiller.

[mlewis977]

@randy any updates? We are still waiting for this to be resolved.

[randy]

Sorry, @mlewis977… latest ETA is 1/29/2024 on the outage dashboard. I’m guessing we’ve already opened a case with Yodlee, but you could try reaching out to our support team via the chat window in the lower right corner of the Console at https://my.tillerhq.com/.

[nathanday709]

Also waiting on this - any idea about a resolution window?

[morgan]

You can check in on the status of this issue, and whether the ETA is being extended, on this dashboard: Institution Alerts - Google Sheets.

[doublds]

Hey there crew, it seems like the Wealthsimple sync is broken again and there is no outage reported in the Institution Alerts sheet.

1. The error alert instructed to reach out to Tiller chat
2. Tiller chat person confirmed that Wealthsimple is a Canadian institution and that Canadian institutions cannot be troubleshooted or escalated due to a recent support policy change at Tiller (new data providers cannot arrive to Tiller fast enough it seems, along with open connections rolling out in Canada)
3. Left without any action to do for the majority of my financial activity (Wealthsimple) through a paid service (Tiller)

@randy can you please confirm dates of when additional data providers will be coming to Tiller for general users? Regardless of when Canada fully rolls out open connections to banking. And if this date is still undetermined, what Tiller alternatives would you suggest Canadian users look to for their financial activity management until Tiller re-establishes Canadian institutions support and strong connections?

[twalane]

Thanks for reaching out @doublds . We are still testing multiple data aggregators and there is currently no timeline on when we might offer additional aggregators as a non-beta option. Perhaps other Canada-based community members can best advise on alternative services that work best, we otherwise currently do not have additional insight.

[jack.bates]

How are others managing to work around no Wealthsimple sync?

I found this userscript for downloading Wealthsimple activity as CSV which I rewrote to work better with Import CSV Line Items Basic Bank CSV.

It doesn’t actually require Greasemonkey et al. at least in Chrome, I drag and dropped the wealthsimple-csv.user.js file onto the Manage Extensions page to install it:

The userscript adds a Download CSV button to the Wealthsimple activity feed:

Upload the downloaded CSV file to Import CSV Line Items:

Wealthsimple	Tiller

I’m curious to know if this helps anyone else, or if there’re other workarounds?

[randy]

Hey @jack.bates! Sorry to get to this so late. (Thanks, @twalane, for alerting me.)

It looks like you are making progress on this but I wanted to make sure you saw this import tool. It allows you to build a custom column mapping for your CSVs without requiring scripts. Essentially, once your mapping is constructed, you can just import the bank CSV as a new sheet, have the helper spreadsheet map the columns to match your Transactions sheet, then copy and paste the organized data as values into your Transactions sheet.

If you are already onto a more robust solution, that’s fine. Just wanted to make sure you saw this.

Randy

[jack.bates]

Thanks for the Multitool @randy, that’s a great fit for adding a new manual data source!

Wealthsimple doesn’t provide an up-to-date CSV (that I know of?) — that’s what the userscripts add.

In the userscript, because there’s no existing Wealthsimple CSV I was free to choose whatever column headers I liked, so I went with the ones from the Transactions sheet, so it works directly with the Import CSV Line Items Basic Bank CSV workflow:

      "Date",
      "Description",
      "Merchant Name",
      "Category Hint",
      "Amount",
      "Symbol",
      "Account",
      "Account #",
      "Institution",
      "Transaction ID",

I confirm it’s working for me with Import CSV Line Items — I’m importing my Wealthsimple activity.

One problem is that my Transactions sheet and Wealthsimple CSV both have a Category Hint column but Basic Bank CSV nonetheless ignores them:

@randy

but the template will only import Date, Description, Amount, Institution, Account #, Account and ignore other columns.

What do you think about adding the Category Hint column to the Basic Bank CSV script?

[heather]

Thanks for your request here @jack.bates - we don’t intend to make any changes to the CSV importer in the Tiller Community Solutions at this time. The “code” of that add-on is managed through our normal product process vs being community supported. We have bigger dreams for CSV imports here at Tiller

In the mean time, I recommend trying this workflow instead: Simple CSV Import Workflow (for Unsupported Data Sources)

It’s a bit more technical to set up, but it works really well and offers more flexibility in the data you want to import. It’s the one I personally use for some unsupported accounts until we have a more polished experience.

[heather]

Given that this request is specific to a financial institution and support for specific financial institutions is out of our control because we use a 3rd party data aggregator I’m closing this request.