I’ve been manually adding Venmo transactions and periodically adjusting the Venmo balance in what has been essentially forced to become a “manual account”.
I’ve also been adding them in manually - and every time I do I feel like I’m adding more work on the back end when this does get fixed and all the duplicate transactions come in from the feed. I’ll have to filter for venmo transactions then and match up the manually added ones to the auto feed ones and selectively delete one of each pair.
Typically when the connection is repaired we’ll get 30-90 days of history, which can vary by institution. Nothing back from Yodlee at this point…
Reach out to our support team via Chat on the Tiller Console at https://my.tiller.com for steps on connecting via our alternate aggregator. I have not been given the green light to share the access in this public forum.
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What does it look like to try an alternate aggregator? I’ve been using Tiller for 2025 and have generally had a great experience, with the exception of Venmo, where I have gone a month or more without being able to refresh several times. It’s a significant issue for my Tiller experience, and I’d love a resolution…
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There is another product (a competitor to Tiller Money) that offers the ability to select the aggregator depending on the institution. Is this what is eventually being envisioned for Tiller Money?
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@matt_mancinelli you’d add Venmo via the alternate aggregator. This will create a new instance of Venmo on your Console, we do not de-duplicate accounts at this time. So far one person that’s tested this has reported success in adding and getting data back to 2023. You’d then link it to a test sheet to monitor for a week. If it works reliably for a week you can then link it to your main sheet and remove the duplicated accounts and data. You will probably have to manually refresh it with 2FA…
@HH22 that is an experience we’re considering but we also want to make it better so we’re considering other options as well that put less of the work on the customer to decide/choose and just offer the best aggregator for the job.
@tim486 I did hear back from Yodlee on this issue and they’re indicating that they’re currently being blocked by Venmo. I did emphasize how important Venmo is to our customers, but across Yodlee’s entire network, Venmo does not meet the threshold from a refresh volume perspective to be considered a high priority, so it’s likely still some time before they get it working if they even can…
When I hear a few more people having luck with the alternate aggregator I’ll try to get the green light to share more broadly.
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Thanks for the follow up, Heather - much appreciated.
Unable to refresh anything this morning. The refreshing dialog fills with the sad face page saying “the connection was reset”. Logged out/in. Closed/opened browser. Etc… no change.
Can you give it another try @tim486 ? It could be that Yodlee was doing maintenance at the time you were trying to refresh. They’ve had some recent maintenance windows and maybe something ran on longer than they expected.
If it’s still giving you trouble please write into support via the Tiller Console at https://my.tiller.com chat tool in the lower right of that page.
Yeah, it was a transient thing. Started working about an hour later…
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Glad to hear it @tim486
Is there a way for us as customers of Yodlee - yes, we are customers of Yodlee, to contact Yodlee to make our customer voices heard?
Agreed, how can we as customers voice our complaints to Yodlee?
Welcome, @fwmmiller
I don’t have an official channel for that I can share. Yodlee is going through a restructure currently, so I don’t want to share any email address that may not be valid in a few months.
Still testing out the alternate… hoping to be able to share an update there soon and I will bug our technical account manager about Venmo again today.
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Thanks for the update.
+1 on this issue. It has been affecting me for a few months now and significantly degrading my ability to do budgeting. I really like TillerHQ, but if I can’t get transactions pulled in automatically, then I am going to have to start evaluating other options.
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With Venmo still being a problem, (just tried it again, just now), can we “upload” a CSV file like we do for the Apple Card?
I didn’t even realize that you could link Venmo until today (and I tried, but with no luck). I typically keep my Venmo balance close to $0 so just about all my transactions pull from my checking account directly and that makes it easier to categorize them (nearly all my Venmo transactions are me paying someone, not someone paying me… if I do get payments I typically transfer them to the bank account immediately for tracking purposes). I did add an extra tab in my Foundations spreadsheet where I copy paste my Venmo transactions each month so I do have access to the raw data as needed… and FWIW I added a column in my Transactions tab and I have a formula that attempts to match the bank account “Venmo” transactions with ones on the Venmo tab. It’s a bit manual but if anyone is curious to try it, this is the formula I use in the new column I have (I call it notes) that I copy paste for any of the Venmo transactions:
=IFERROR(
INDEX(
SORT(
FILTER(
{ $B14-INT(Venmo!$B:$B),
Venmo!$E:$E & " | " & Venmo!$F:$F & " → " & Venmo!$G:$G },
(Venmo!$H:$H=$E14) *
($B14-INT(Venmo!$B:$B) >= 0) *
($B14-INT(Venmo!$B:$B) <= 4)
),
1, TRUE
),
1, 2
),
“”
)
Of course that’s probably pretty custom to my setup but if anyone wants more details LMK.
If Venmo ever starts working again I look forward to being able to use it without this weird workaround!
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I spoke with our account manager and there is not an official channel to communicate with Yodlee and since this is an issue with Venmo not working well with Yodlee it’s actually better to reach out to Venmo to voice your concerns.
Yodlee has indicated to me that they intend to disable the Venmo site because they’re seeing errors indicating that Venmo is now using Google recaptcha (a behind the scenes, essentially invisible version) that blocks scrapers (this is how data is pulled from venmo via Yodlee - screen scraping).
If you need to get Venmo connected please reach out to our support team via Chat on the Tiller Console at https://my.tiller.com for steps on connecting via our alternate aggregator. I have not been given the green light to share the access in this public forum.
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How has the Venmo connection/data import reliability been with the alternate aggregator?