I am trying to force refresh my excel spreadsheet and my most recent transactions that are loading in are from 2 days ago. Also, I am confused on how to custom name each of my account. For example, My Bank of America account is titled, “Customized Cash Rewards Card.” I want to to be referenced as “BoA.” I have updated it on the tiller website, unsure how to pull that data to the spreadsheet. Lastly, if I add a new account to the tiller website, how to I get that information and data into the spreadsheet?
So there’s multiple questions in here, parsed:
After you link your bank account to tiller/yodlee there’s usually a lag as the data first needs to be refreshed/pulled from the bank to the connector, yodlee, and then i can be pupuled in your tiller sheet, and often times there’s a least a couple day lag between the charges posting and it appearing. If you search “yodlee” you’ll see more examples, questions and answers on this
From the above i’m assuming you’ve did the below?
You’ll need to first check the “accounts” tab that the name has been updated (you might need to unhide it first)
Then you’ll need to wait first for new transactions to populate, the new ones will populate with the new CC name.
After that you’ll need to go into your “transactions” tab and rename the old name into the new name.
You’ll either need to go back to the main website and hit refresh and it’ll take you through a similar process to when you initially add BOA and add that account. there should also be a box to have all new account added as well. Or you can do it with the side bar in the excel extension
1 Like
This was all very helpful! In regards to adding a new account. I added a loan to the website, but it is not showing in the excel spreadsheet. I am trying to then add it to the debt planner. How do i allocate payments from the transactions to the debts so that I can track?
Recommend checking out our guide here on how to think about budgeting and categorizing transactions when you’re paying off debt, but note that the Debt Payoff Planner and the transactions/budgets are not tied together at all. Debt Payoff Planner is based only on the Balances.
If you’re not seeing a newly added account show up in your spreadsheet you may need to link it to the spreadsheet.
None of the transactions are filtering into the categories tab despite being properly allocated
The Categories sheet (column E and to the right) is where you set your budget values, you won’t see category spending amounts there if that’s what you’re asking.
@shbetesh1 these are the budget amounts you will set for the categories as it relates to your limits/planning. Not sure if we’re just having a terminology misalignment here but are trying to say the same thing? 
I think we’re understanding you to mean actual amounts spent by “spending amounts” and it’s not that.