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.
Hi @bill.schubert are you still seeing things ok in your Accounts and Balances sheets? The Accounts sheet is only meant for customization. I think you may have ventured into hidden parts of the sheet.
Thank you for asking. It seems to have fixed itself or I hit enough buttons to fix it. Either way it appears correctly now.
that’s one way to do it!.. - it’s how I play video games.. 
Glad that’s sorted. Have a great weekend!
What you’ve said here isn’t possible.
The only dropdowns on the Account tab are the dropdowns for the accounts themselves. There is no option to add a new account.
You have to insert a new row on that Accounts tab, and then select the new account you want to add and assign a “Group” in the “Group” column. Also, confirm the account is actually added in the my.tiller.com page. Then, make sure that account is actually active in your current Tiller sheet by going to the Extensions → Tiller Money Feeds → Launch in your browser that you use Tiller. Once it’s launched on the right side, click where it says “XX Linked Accounts” in the upper section, and then scroll until you find the accounts you want to appear in the Tiller sheet/Accounts tab and make sure it’s activated with the buttons. Then click Back and go to the Accounts tab and make sure you add the new row - your account(s) should be listed in the dropdown. After you select it, add another row if you have more than 1 account to add. Once all of your accounts are added, go to the “Group” column and select the appropriate Group for each account.
I have a new instance of this issue despite doing all of the above. I’ve added the feed in My Tiller, ran the Money Feed on it successfully, it shows as linked in the sidebar, but doesn’t show up on the Accounts tab dropdown to be customized on the Balances page. I’ve also tried adding a new row as mu3484343 suggests, but nothing changes after the insert.
Running “Fill Sheets” does nothing because my sheet has been migrated to Direct Fill, does that possibly have an impact here? Or perhaps because it’s a different login to an already existing bank feed? Would appreciate any help or advice here.
I’m having the same issue but I think I know what the issue is. Is there any transaction? Maybe the account won’t be added until there’s a record of it in the “Balance History” tab. I’m just guessing, I’ll have to wait and see a few days to see if Tiller is importing the transactions at all.
The information for the accounts does come from the balance history if I am thinking correctly, so in order for the accounts page to populate, you have to have a balance.
