Hi @jpg118 Try the troubleshooting steps here and if those don’t help please contact support if you haven’t already. You can send a new message using the blue chat widget in the lower right corner of your Console at https://my.tiller.com or write to support@tiller.com
A post was split to a new topic: Inconsistent refresh/update
Same here…nothing for Schwab Brokerage, Schwab Equity Access Center (doesn’t even see that), but it does get my Schwab Checking. Similarly for Vanguard – gets data for my “Cash+” savings acct, but not Brokerage or 401k accts. It makes me sad to see things labeled “Net Worth” when they are such a small fraction of the whole ;).
I only really need Tiller for the expense tracking functionality and I can get the overall picture from other (subscription 
) software…but it sure would be nice to see everything in my sheet.
2 posts were merged into an existing topic: SoFi connectivity
Dear Heather,
I am glad you are reviewing your banking connections. Mine work for weeks and then for no apparent reason crash. Since March, this has probably happened no less than four or five times.
Two issues: First, I have had terrible data synch issues with my banking data (again) for the past two weeks. Second, the AI chatbot is very poor. It is slow to respond when trying to file a help request. There is no way to manually override that issue when the chatbot spins and spins. This is not the first or second time. In early 2026, I will transition to a different product. (I wish I was able to file a formal help request, but with the AI Chatbot issues, the problems persist and help does not seem to be on the way because I can not get word to you.
Because I have had these issues in the past, please note that I am using a private window in the Firefox browser. I have edited my credentials so they are up-to-date.
Overall, Tiller is a good product but not great. I will try out other competitors. But I will make sure I switch before fees need to be charged next year.
Regards,
Tony
@yourdailytripod thank you for the additional feedback here, I know you’ve since been in touch with support. For the benefit of others who might find themselves in this thread, if the messenger is problematic you can also write directly to support@tiller.com.