I’ve been seeing something interesting. Some of my accounts update their balance reports even based on pending charges. That’s fine, and that’s reflected in the balance showed in my Tiller Console for an account. But then I can go immediately to a spreadsheet that reports the balance, fill it with the most recent data, and it doesn’t show the same balance. I think it just doesn’t count the pending charges. But it’s really weird to me that there would be a difference between the Tiller Console balance and the balance in the sheet.
I’ve noticed the same balance differences in some of my Fidelity accounts since the Open Banking change on them. It’s not all the accounts and it’s not every day, but the console balance shown is sometimes not matching the information in Balance History. These accounts would not have pending activity (like a credit card), but I don’t know what is causing the difference.
Just put in a ticket to Support for this very issue. This is something that just started happening for me about a week or two now.
In my case, pending charges have nothing to do with it. Tiller Console reflects the true balance with no pending charges.
Fill Sheets still shows the outdated balance…but pulls in all updated transactions.
Lastly, this seems to only happen with my checking account balance, but all other balances always update with no issue.
If Support gives me any additional info, I’ll report back here.
Feeds are loaded essentially in three steps:
- Yodlee queries your accounts.
- Tiller queries the Yodlee database.
- Tiller fills from our database into your spreadsheets.
The Console data is up to date after step 2. So it is possible that the Console can be more up to date than your spreadsheets.
Update with no news to report as of yet…
Support asked me for screenshots, but since the problem fixes itself after 24 hours I’ve had no tangible evidence to share so I’ll wait for the next time it happens.
How long have you found this delay to last? ex Console: 24 hours ahead?
I really couldn’t say. It’s such an intermittent problem. And I haven’t really kept track.
Agreed with @ecarl65 , it’s an intermittent problem that became a problem for me approximately 2-3 weeks ago.
Issue corrects itself typically the next day.
I’m waiting for it to happen again so I can take screenshots and send to support.
So far, so good this past week though.
This also happens for me with my manual accounts. The correct total of total assets shows up but the line items are blank for some - especially after I refresh the accounts. Love to know how to fix this as I dont really trust it if I cant see the line items