EquatePlus pulling in balance but not transactions. Do others use this? I don't see any mentions of it searching the forums and there's not a row for EquatePlus on the Yodlee tracking sheet

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My Employer has a stock purchase option they use through EquatePlus. I am not concerned about the actual purchasing of stock in my Tiller sheets, however I am concerned that a portion of my post-tax paycheck goes into EquatePlus to buy stock and I am unable to track that amount as part of my monthly in-flow on Tiller.

Today is 7/4, and the account has been refreshed. The transaction took place on 7/1 and I can see it on the site, but it is not loading into Tiller, only the balance is.

This is the first and only transaction I’ve had so far, so the fact there is a balance showing means the data is up to date.

Anyone else use EquatePlus? Or have a similar situation? What has been your solution?

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Hi @RandomGuy. I’ve read some other posts and similar type issues. You probably have too. Is this a new account setup for you within Tiller or have you had it connected for some time? The other similar posts indicated some timing issues between balance and transaction but only by hours or a day. You can reach out to support and they can look into your situation as it may be EquatePlus specfic.