I haven’t seen this before and don’t know how to advise someone I’m helping with Tiller, so I appreciate your help.
Her bank names transactions “Debit Dda” and then a day or two later they show up as the name of the vendor. But Tiller pulls it in when it’s shown as “Debit Dda,” before the vendor shows up in her bank account activity, and she has to go into her receipts or back into her bank account a day or two later to categorize them correctly.
Any ideas for a work-around? Is there a way to delay transactions from this account from filling for a couple of days?
@debjcbs Debra,
I would submit a ticket through Tiller support on this. It sounds like Yodlee is pulling the “pending” transaction instead of the completed transaction. Support should be able to determine this for you and the person you are helping.
I agree with Clint on submitting a Tiller support ticket. As a short term workaround, consider turning off Auto-fill in Settings, then manually filling every 3-5 days to give bank time to correctly label/clear the transaction.
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@debjcbs, I actually have the same thing. Are these different transactions or always for the same thing?
If always for the same thing you can create a rule to replace them. AutoCat will find those “Debit Dda” and replace with the reoccurring title.
If they are different transactions, I suspect you can delete the row and later when you update the fill it will replace with the correct information but you should definitely verify with the customer success team via the chat window in the lower right corner of the Console at https://my.tiller.com/ I just now went into version history on my Tiller Foundations Template spreadsheet and rewinded it back a month and then refilled. What I am not sure of is if it is using saved transaction data or the current data for the fill. Can’t hurt to try it since you can always use version history to fix it.
-Alice
Tiller Evangelist
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I would first check to see if the bank is listed in the Institution Alerts (assuming it’s the Yodlee aggregator).
If not, then contact Tiller support to report the issue.
If so, it may be a known issue, and monitor the alert and check the behavior again once the alert is removed.
I suspect this will need to be fixed by the institution and/or Yodlee and since you’re talking about a per transaction delay, changing when you Fill data won’t matter as it will simply fill all available new data, which may still have some new transactions with the preliminary descriptions.
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