Hello,
I added my M1 Finance account, however, it only grabs feeds for investment accounts and not the checking accounts. Yodlee does support checking account feeds, however, they do not appear in Tiller. Is there something I can do to get the checking accounts feed in Tiller?
Thanks,
AHB
I’m not sure if M1 Finance is supported by Yodlee for banking accounts but I’d recommend reaching out to our support team via the chat window in the lower right corner of the Console at https://sheets.tillerhq.com/auth/login
Just gonna chime in here that I have the same problem. M1 “Cash” account does not get pulled into Tiller. Brokerage works fine. Haven’t opened an IRA yet with M1 but plan to. I hope this gets resolved. I’ll make a ticket as well.
Hi @krwrks ,
Yodlee does not indeed provide feed information for High Yield Savings or Cash accounts.
Data for Brokerage, IRA, and Roth IRA accounts do get pulled into Tiller, but only for Buy and Sell transactions not for account funding transactions. Balance history will reflect account funding balance updates.
Tiller announced in June 2024 that they were looking at other data aggregators that may provide data feeds for other M1 account types.
There have been no updates on the progress for the beta or timeline for public release.
You can find more information at the links below. The first link also has a form for you to join the beta.
Join Tiller’s Multi-Aggregator Beta Waitlist - Tiller
Join the Multi-Aggregator Beta Testing Waitlist - News & Announcements - Tiller Community
Hope this is helpful for you.
AHB
Many thanks for the update, AHB! I was unaware of the Beta(s). Just signed up.