Hi,
It seems like a “Manual” refresh should be performed at least weekly since I would have lost data without having manually refreshed.
Suggestions:
- work with yodlee so that the long lookback can be done automatically as well.
- have a “Refresh All” option in the console and potentially the option to schedule regularly.
Ultimately reliability and precision are the keys to making this product viable in the long term so anything that improves that should really be the highest priority at Tiller.