@mikerioux7 please write to support@tiller.com to get help with this issue so we can investigate further via the appropriate channels.
Glad to hear it @jono! Thanks for chiming in @casilverthorn.96, that’s right, updating a manual account on the Console, importing a CSV, or refreshing an account, and when accounts refresh automatically all trigger a fill once we’ve finished receiving the data in our database.
@dsj421 my guess is that this could be a timezone issue and the data did actually get filled, but the timezone settings are causing the data to look like it’s from yesterday. Review the Balance History sheet and then the Date Added column. Format the Date Added column as Date & Time. See if you can find balance records that correspond to that fill time from the activity logs. If so, what’s the date there?
I have two sheets. One is the basic foundations template and direct fills working fine.
My main sheet is built out a bit and direct fills not working. Sidebar fills generally worked fine up until the update. I’m getting an error in logs:
I love the idea of direct fills, but do not want to give anyone wide access to all my Google Sheets. I get that an ID might be needed to access a sheet, but this is still a concerning solution. I’m actually surprised that Tiller is moving in this direction. I will continue using the sidebar fills until narrower permission granting is available, and I really hope that happens before you deprecate sidebar fills, I’ve been with Tiller for five years!
@folkhero please write to support@tiller.com for troubleshooting via the appropriate channels. Some of these I don’t want to try and debug in this thread because there would be too much back and forth and potentially need you to share screenshots with sensitive data. Thanks!
Thanks for your feedback @pnorton - We don’t take our customers’ trust for granted, so we didn’t make the decision to move in this direction lightly, there was a lot of careful deliberation over many years
Changed to DirectFill and went toTransactions and ran Autocat. Some of the Transactions were filled by autocat but not all!
The ones that did not fill Category worked fine before the change to DirectFill. Noticed that my other SS worked ok with their Autocat. On my main SS, autocat is hit and miss. My main one has a large autocat sheet (2250 rows) could this be the problem.
Cleared Category on some prior transactions before DF and again some worked and some not.
Found the Autocat problem with DF. Wherever I use a Date Min and a Date Max, autocat doesn’t fill the Category. If I delete the dates (eg: 4/1/26 - 5/31/26), autocat works!. Any fix for this?
@sdre at this point I can just log it as a known limitation, I’m surprised the prior version processed Date min/max I don’t think that’s documented as being supported. Glad you figured it out.
Hello. Longtime cyber security engineer here. I’d just like to add my name to the list of customers who are concerned about the Google permissions required for the move to this new integration.
I’m not super familiar with Google API’s. Can you provide some clarity about what we are granting the Tiller app access to do within our accounts, from an API permissions perspective? From what I’m reading, it sounds like, the Tiller app would have access full access to view/edit/delete all of my sheets. Is that correct? I understand the Tiller app is designed to only interact with sheets whose ID has been passed to the Tiller app, but the design of the app and the permissions it has been granted in my Google account are two separate things.
This is an important distinction because while the Tiller app may be designed to only interact with sheets, if a threat actor or malicious insider were able to modify the Tiller app or otherwise take over the permissions we’ve granted to the Tiller app, the data in all of our private sheets could be exposed. This is a classic third-party risk scenario we see in the cyber industry all the time.
One more thing. While I hear you saying that there’s “no requirement to upgrade at this time", the FAQ article explicitly states that Sidebar Fills for new sheets will only be available “for a limited time” and that Sidebar Fills will be EOL’d. Doesn’t sound like this change is optional to me, it just has an unknown time horizon.
I came here to express my strong concern about this as well. Frankly, I am surprised that this mechanism passed the muster of the engineering team.
I do have trust that Tiller folks will do the right thing as I already share my financial information with your company, but this is frankly a bad idea that does not follow the least privilege approach, a basic tenet of security engineering . I am surprised that the engineering team at Tiller put this in production.
What happens when Tiller gets hacked?
@heather I think at the least Tiller should provide steps on how to roll back an account if a user upgraded and decides later that this is too much risk.
Can you double check to see that your institutions have all refreshed recently? Sometimes I expect transactions, but realize that the institutions need a refresh. Typically they are refreshed daily though. Did your most recent balances show up? Are your recent transactions still pending? Pending transactions don’t populate as of yet.
Had lots of rows using min/max date to determine the Quarter that Dividends were received and added to other income to calc my IRS quarterly tax payment for their AIIM method. Not sure why it stopped working after the direct fill update. Autocat was checking min/max date and Full description contains for the Category. When I deleted the min/max dates, Category was filled in.
BTW, before Perplexity AI I would try to do everything in Autocat for cateloguing but now I just ask Perplexity and was advised to add another Transactions column with an arrayformula script to find the Quarter and now no longer need this to be done in autocat! Deleted the extra rows in autocat - now it runs faster!
@kbigler are you still not seeing your latest data? The upgrade to the direct fills does not trigger a fill so if you refreshed just before the upgrade, and didn’t to one last manual fill, there would have just been a delay until the next refresh/update cycle.
@cal I’ll take this back to the team to try and get you some clarity.
@xabriel We 100% anticipated the questions/concerns around the scopes and we did not make the decision lightly. However, the underlying technology and APIs powering the Sidebar Fills service are not a sustainable solution for us (or our customers) and therefore we had to move away from it and take another approach for long term scalability, maintenance, and security purposes.
We’ll be exploring options to see if there is a way to allow sheets to be connected to the Direct Fills service without having to grant the broad scopes. The tradeoff is that some future features & enhancements may not be available with more limited scopes. We don’t have a timeline for this yet, and that’s why there is no time horizon for Sidebar Fills sunset.
