I’m obviously missing something simple. New bank account checking and savings appears in Tiller Connected Account Summary and in the spreadsheet in Connected Accounts under Money Feeds Linked accounts as well as Transactions but does not appear on Accounts Tab nor Balances.
How to get the account to appear on the Accounts Tab and the Balances tab?
Make sure that account checkbox is actually checked in the Tiller extension. Then, Select it from the drop down on the Accounts tab new row and choose the type of account in the fields to the right. Finally, it should show up on the Balances sheet when this is done.
I don’t see a check box. There’s a slide on/off switch that is turned on. The accounts are SoFi Checking and SoFi Savings. I think the accounts were there but I didn’t recognize them. What shows up under Unique Account Identifier is Savings and Checking on separate lines. No SoFi. I did edit that on the MyTiller page and it is correct so maybe that will flow through eventually.
I added them to Account and they now appear in Balances but without the SoFi name.
