I always assumed Tiller does not store/maintain data and you have to pull it into a Spreadsheet regularly so you don’t miss anything. A while ago I connected an account but never connected it to a SS, and I never pulled transactions into a SS. Today I went to pull data in and it pulled in many, ma…

Thanks for the questions. Where does Tiller store the data? How many days/weeks/months/years worth of data does Tiller store? Data is stored in our encrypted database as long as your subscription is active. Tiller users can create multiple spreadsheets, and we store this data so Tiller can popul…

Tiller’s 12-Point Security and Privacy Promise has some info about this.

I saw that but I think it is incomplete/inaccurate. It implies data is only stored on my private spreadsheets – but I don’t believe that to be the case.

You’re probably looking for more detail, but it does indicate (‘at rest’ ie. ‘stored’): Sensitive data is encrypted in transit and at rest with bank-grade 256-bit AES encryption.

Yeah, I saw that. But it just yields more questions. I am hoping they can provide more transparency about their data policies/practices.

Why assume that Tiller is storing data? I know nothing about nothing when it comes to data and the internet, but I’ve always thought that our data is stored with our banks. When we pull data, Tiller asks Yodlee to get the data from our banks. That data then populates our sheets. I’m not seeing why i…

Tiller’s 12-Point Security and Privacy Promise covers most of what I would want to know. I do not work at Tiller, but I am heavily involved in security reviews at a cloud service company. The data is stored in your Google account or Excel sheet. Tiller is the go-between, using another third party…

[image] dmetiller: When we pull data, Tiller asks Yodlee to get the data from our banks. That data then populates our sheets. I’m thinking Refresh interacts with Yodlee and Fill is all Tiller :thinking: [image] Tiller and Capital One The Auto Fill just fills in whatever is available in ou…

Yeah, that’s all fair and interesting. If you imagine data that gets refreshed via Yodlee but never gets filled into our sheets, then where does that data sit? I’m assuming that once it fills our sheets, it no longer exists anywhere else.

It sits in a Tiller database. Make a Copy of your spreadsheet, link it to the console and the Fills are independent, accessing the data in a Tiller database. The copy will have the same watermark in the sheet’s developer metadata, at the time of the copy, so the Fill knows where it last left off. …

Yes, yes. I knew that Yodlee didn’t have direct access to out databases. I was thinking of Tiller as simply a conduit to get data from Yodlee into our databases without a need to store it while it passes through.

Where is Tiller storing our transaction data? What are the data retention policies?

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Mark.S May 4, 2024, 3:16pm 8

I’m thinking Refresh interacts with Yodlee and Fill is all Tiller

“our” (Tiller’s) database

Refresh - pulling data from the bank and making it available in our database

Fill - filling transaction and balance data into the spreadsheet when you click the “Fill” button

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Where is Tiller storing our transaction data? What are the data retention policies?

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