When setting up a connection to my NewRez home mortgage account, I am able to successfully set it up and see the current Balance on my tillerhq com (where accounts are set up), but no balance information gets put into the “Balance History” tab for it in a linked spreadsheet.
Any help with this?
Check that you have selected the account for the corresponding spreadsheet under the “Linked Spreadsheets” section of tillerhq (Tiller console).
Now is a good time to rename the account, if you want to use a different name (do before first Fill).
Then, after you perform the next Fill, it will fill your spreadsheet with available data.
Thanks @Mark.S , i was under the impression that added accounts would automatically be enabled for my linked sheets. Thank you