I love the capabilities of Tiller. It does exactly what I want. Once I subscribed, it properly loaded 60 days of data and properly refreshed daily. I want to add transactions that predate my initial 60 days. I download the data from my institutions and format everything in preparation for the import. The data imports fine and AutoCat make the proper category updates. However, any transactions added after the initial 60 days of data are not reflected in the Monthly Analysis addin. Any help will be greatly appreciated.
Hello @jnic52, welcome to the Tiller Community. On some of the sheet tabs there are filters to select the month. This might be why it is not reflecting the current transactions. We also have the best customer success team. If it is not a filter issue you can reach out to our support team via the chat window in the lower right corner of the Console at https://my.tiller.com/.
-Alice
Tiller Evangelist