Replay
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Direct Fills
AutoCat
New Console
2nd Aggregator & Data Clean Up
Q&A
| What powers direct fills? Why didn’t you use it from the start? | Direct Fills is powered by a more direct connection to Google’s Sheets API (rather than the old sidebar/Apps Script add-on), so we can write your data into the spreadsheet as soon as we receive it. Direct Fills is the result of rebuilding that piece with a more modern, direct approach. You can read more about the differences here: Direct Fills vs Sidebar Fills | Tiller Help Center |
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| Does this new version offer any advantages to manual transaction entry, and the subsequent clean up or coorelation to an entry that comes in with auto fill? Or, do we continue to just delete the manual entry when the auto comes in? | Right now the add-on itself doesn’t automatically match/merge a manual entry with the automated transaction that later comes in for the same purchase, so yes, you’d still end up with a duplicate in that situation and need to clean it up yourself. If you’re on Google Sheets, there’s a reconcile tool in the Tiller Community Solutions add-on that can match and merge them for you – it requires a Metadata column on your Transactions sheet (which that add-on adds). For Microsoft Excel, there isn’t an automated reconcile tool yet, so you’d manually delete one of the two entries. We do want to bring a reconcile workflow into the core Tiller Money Feeds sidebar eventually, but there’s no timeline for that yet. |
| Is there a spreadsheet that shows current connection issues with each provider? I would like to switch over Synchrony from Yodlee, but I am wondering if Plaid is any better. | We don’t maintain a single master spreadsheet ranking every institution by provider, but there are two resources that can help: Our community-maintained Known Data Feed Issues & Workarounds wiki is the best place to check for current, institution-specific reports: Known Data Feed Issues & Workarounds For Yodlee specifically, you can also check the Institution Alerts Dashboard for any known outages. Our general recommendation for a case like Synchrony: add the connection via Plaid in a test spreadsheet (or without linking it to your main sheet yet) and monitor it for about a week before committing to switching your main sheet over, since results can vary institution by institution. |
| I notice that direct fill populates a Status column (initially set to Posted), but I already had a column with that name. Does anything rely on the values in that column? Should I use a different column for my purposes? Or is the initial Posting value the only automatic use for that column? | The Status column is part of our newer pending-transactions work (currently rolling out for Plaid connections; Yodlee support is paused while we investigate reliability). Tiller fills it with Pending or Posted and it powers a conditional formatting rule that highlights pending transactions in your sheet. Since it’s a column Tiller writes to automatically, if you already have your own custom column named exactly Status for a different purpose, we’d recommend renaming yours (e.g. My Status) to avoid a conflict once pending transactions reaches your account. |
| Does PLAID still require TFA for accounts needing manually fix in Yodlee? | 2FA requirements are set by your financial institution, not by the aggregator, so switching a connection from Yodlee to Plaid doesn’t automatically remove a 2FA requirement if your bank enforces it. That said, the type of connection matters: true OAuth/open-banking connections generally don’t need repeated 2FA entry for a refresh to succeed, while connections that rely on shared credentials (screen-scraping) can still hit a 2FA prompt on refresh, regardless of which aggregator is used. So whether Plaid needs TFA for a given account really depends on how Plaid connects to that specific institution. |
| How would I know which connection is better for my connected accounts? do you have a recommended connection - to institution list? | We don’t have an official ranked institution-to-aggregator list. Our recommendation is to only consider switching if you’re having a persistent problem with a specific connection, and to test Plaid in a separate/test sheet for about a week to see if it performs better before committing your main sheet. The community’s Known Data Feed Issues & Workarounds wiki (Known Data Feed Issues & Workarounds) is also a good place to check for institution-specific reports from other users. |
| My USAA bank accounts are connected with Yodlee, but the savings account does not show up, ever, only the checking and Amex accounts. Support is working on it…?? | If you already have a support ticket open, the team has got it in the queue. We may just be waiting to hear back from Yodlee. |
| I joined a couple years ago and now I have too many years of data - what is the best way to deal with this? Should I create a new spreadsheet just for the last 18 months? | There’s no requirement to purge old data, and many people keep everything for long-term trend reports, but if performance or clutter is the concern, a common approach is to duplicate your existing spreadsheet (File > Make a copy in Google Sheets) to preserve your full history, then trim the working copy down to just the last 12-24 months of Transactions and Balance History rows. That keeps your day-to-day sheet fast and focused while your full history stays intact in the archived copy. Starting a fresh spreadsheet for just the newer window is another option if you’d rather not carry any legacy customizations forward. |
| How was that filter mode accessed? | If this is about the Transactions sheet: in Google Sheets, click the selector square in the upper-left corner, then click the Filter icon in the toolbar (or Data > Create a filter) – that turns on the dropdown filter arrows for every column. In Excel, the Transactions sheet is set up as a Table by default, which gives you the same dropdown filter arrows next to each column header automatically. If this was about something on the new Console instead (like the account search/sort), that’s accessed directly on the Accounts or Linked Accounts view – happy to point you to the specific spot if you can tell me a bit more about which screen you were asking about. |
| should i use plaid or yodlee? how to decide? | Our general guidance: if your connections are working well, there’s no need to switch – we only recommend trying Plaid if you have a specific connection with Yodlee that has persistent, ongoing problems. A few things worth knowing before you decide: Plaid doesn’t support mortgages or other loan types beyond student loans (Yodlee is your best option there), and Plaid connections don’t have a manual refresh button the way Yodlee ones do. You can read more in the community thread on this here: Big steps forward for more reliable bank connections and there’s also a longer-running Yodlee vs Plaid discussion here: Yodlee vs Plaid |
| What LLM are you using? Usually they will use our data to train their model if it is sent to them? Assume your are not hosting your own (sequestered/on prem) LLM… | AI Suggest currently runs on Google’s Gemini. AI Suggest is completely opt-in – if you’d rather your data never touch an AI model, you can leave it off and rely on AutoCat Rules and/or Description Match instead, neither of which use AI. We have confirmed in their terms of use that the data sent to Gemini for processing from our system is not being used to train their models. |
| I don’t see run autocat on my console | The Run AutoCat button on the Console is currently only available for Direct Fills spreadsheets under the Transactions option. If your sheet is still on Sidebar Fills, you won’t see that option on the Console; you’ll need to run AutoCat from the Tiller Money Feeds sidebar inside your spreadsheet instead. You can check which Fill Service your sheet uses under Settings for that spreadsheet on the Console. |
| If I wanted to shift from Excel to Google Sheets to take advantage of all the new functionality, how would I do that? If I have add-in tabs from the Community, will these transfer over or will I have to do that myself? | Here’s our best resource: Migrate your financial data between spreadsheets | Tiller Help Center |
| With AutoCat and new transactions lookup features directly inside the dashboard, is Tiller considering offering a Rest API for technical users to load individuals data to local resources? | We don’t currently offer a general-purpose public REST API for pulling your data into your own tools. It’s something we’ve discussed but isn’t on our short term roadmap. |
| If you use autocat in the online portal is there any way to tell what transactions were updated? | You can use the Categorized Date in the Transactions sheet, but there isn’t any indicator in the Tiller Console of which were categorized by AutoCat. |
| were you planning on covering the MCP at all? would love that functionality become easier to use | MCP wasn’t a dedicated topic in today’s webinar, but it’s very much an active area of investment for us. Our MCP server is currently in beta. You can join the waitlist here: Join the Tiller AI Chat Tools Waitlist! |
| I ran autocat and I don’t see the column that indicates what autocat feature it used to match category such as AI - where do I find this column and add it to my spreadsheet | Add a Categorized By column to your Transactions sheet (insert it next to another text-based column). Once it’s there, it will show which process categorized each transaction going forward – Rules, Description Match, or AI Suggest – and will start filling in the next time AutoCat runs. Keep in mind it only fills for newly categorized transactions after you add it; it won’t populate retroactively for transactions already categorized. More here: How to use AutoCat for automatic categorization | Tiller Help Center |
| Sometimes when I refresh accounts, transactions will load and are dated 2 or 3 days after the transaction actually ocurred. It does not seem to be specific to one account. It is easy enough to change the date, but I was wondering why this happens? | This is usually a difference between transaction date and posted date. Tiller’s Date column uses the posted date (the date it cleared at your institution) when that’s available, and falls back to the transaction date only when posted date isn’t provided – and that priority varies by institution. Some institutions take a couple extra days to post a transaction after it occurs, which is likely what you’re seeing, rather than anything specific to your account. It’s not something we can control on our end, but it’s a good idea to double check with your institution’s own site if the lag seems unusually long for a specific transaction. |
| I have 2 accounts with First Electronic Bank, one is my primary credit card. Neither Yodlee or Plaid can access these. Suggestions? | For institutions that neither Yodlee nor Plaid can connect to, your best options right now are to track those accounts manually (Add Account > Manual Account on the Console, updating balances yourself) or, if First Electronic Bank issues CSV/QFX exports, use the CSV Importer to bring in transaction history periodically. It’s also worth sending in the specific account types (checking vs. credit card) to our support team – sometimes one container type is supported even when another isn’t, so it’s worth confirming both were fully checked. |
| What is the link for the MCP beta waitlist? | We don’t have a confirmed public sign-up link to share here. The best way to get on the list right now is to email beta@tillerhq.com, or keep an eye on the News from Tiller category in the Tiller Community for the next round of invites. |
| Does the dedupe tool remove any newer transactions that only have one instance in my sheet. | No – the Data Cleanup tool is date-range based rather than a blanket duplicate scan. When you use it after switching aggregators, it only removes transactions for the new account instance that fall before the date of the last transaction from the old instance (i.e., the genuine overlap). Any transactions unique to the new connection, including newer ones after the cutover, are left alone since those aren’t duplicates. More detail here: Changing Aggregators and Cleaning Up Data | Tiller Help Center |
| What is Tiller doing to support Canadian banks? Are you actively involved with Yodlee and Plaid regarding the transition to consumer drive banking (oAuth) that should be on-line later this year? Any time lines? | This has been a topic of ongoing discussion in the community – there’s a thread tracking it here: Open Banking Arrives in Canada - Will Tiller re-start account connections? On the regulatory side, Canada’s Consumer-Driven Banking framework is moving forward in phases: the Real-Time Rail is expected in Q3 2026, with fuller open banking functionality (including payment initiation) targeted for mid-2027, and draft regulations were just published by the Department of Finance in late June 2026. We don’t have anything to announce yet on Tiller’s side regarding re-establishing Canadian institution support, but we’re watching this develop the same way you are, and it’s something we’ll revisit as the framework matures. |
| Have you looked into MS Power BI? | We don’t have a native Power BI integration, but several community members have built Power BI dashboards on top of their Tiller spreadsheet data by connecting Power BI directly to the Google Sheet. There’s a nice community-built template you can check out here: 🏆 Personal Finance Dashboard using Power BI |
| Sending again since it wasn’t addressed. If I wanted to shift from Excel to Google Sheets to take advantage of all the new functionality, how would I do that? If I have add-in tabs from the Community, will these transfer over or will I have to do that myself? |
Here’s the general path: create a new Google Sheet from the Tiller Console (this links your accounts to a fresh Direct Fills sheet), then bring over any Community Solutions/Tiller Labs add-in tabs by re-installing them from the Tiller Community Solutions add-on in your new Google Sheet – customizations and add-in tabs don’t automatically transfer between Excel and Sheets, so that part is manual. Your historical Excel data isn’t automatically ported either; your existing Excel workbook remains available for historical reference, and you can bring recent history into the new sheet via the CSV Importer if needed. |
| how do I add catagorized by column to my transaction sheet | Insert a new column titled exactly Categorized By next to another text-based column in your Transactions sheet. Once it’s added, it will fill in automatically each time AutoCat runs, showing whether a transaction was categorized by Rules, Description Match, or AI Suggest. Keep in mind it only fills going forward – it won’t populate retroactively for transactions categorized before you added it. |
| Who has access to the data that populates at Community Template if we add one? | Good news here: the person or community member who builds a template doesn’t get ongoing access to your data. Even community-built templates are hosted in a master spreadsheet owned by the Tiller team (not the individual creator) for security review purposes, and inserting a template into your spreadsheet is a one-time copy operation. The only thing to be careful about is solutions that require you to add scripts or are hosted on 3rd party sites or ask that you connect your sheet to a 3rd party service. |