Is there a general consensus about which aggregation partner is best if either is available for a given bank?
My unscientific/anecdotal experience of the last month is that Yodlee is more reliable (partly because it can be manually refreshed if it’s not updating).
I’m realizing what a PITA it is to change aggregators midstream (lose balance/transaction history–or at least have to do a bunch of excel manipulation to make it work). So, I’d like to build this right with the best provider from the beginning.
I guess I should also ask…is there an intent to phase out Yodlee (as that would change my thinking too)?
I don’ think there’s any consensus on which aggregator is better. In fact, the answer to your final question might provide some insight into that. Tiller has indicated that it’s plan is to have multiple aggregators, so Yodlee plus Plaid, not Plaid instead of Yodlee. I think that’s precisely because some institutions work better with one or the other, but not both and not always with the same one acting better.
Any idea how you choose Plaid for some institutions and Yodlee for others? Paypal seems to have completely stopped working with Yodlee (while others are working great) - so I’d love to just connect Paypal via Plaid…
Hi @Jamie.D! If you haven’t already please write to support, you can send a new message using the blue chat widget in the lower right corner of your Console at https://my.tiller.com
I recently set up my new Tiller and linked my bank & yes, I do love it!
Unfortunately, not all of my existing accounts (loans/savings) within my bank came from just one link of the below links. And concerned about this, I selected the two-different but same banks offered with one pulling Yodlee and the other pulling Plaid. Problem with this is that its duplicating some transactions. So, I removed Yodlee from my connected accounts but Yodlee still downloads into the spreadsheet. I am wondering if I should simply delete my entire sheet and start a new one? And if so, which bank connection do I link with? Some additional information, the name of my bank as it shows in Tillers dropdown list offers both, “North Carolina State Employees Credit Union” for Yodlee and “State Employees’ Credit Union (NC)” for Plaid. Both are the correct bank! Help!
Hi @sanderlinmills1 Plaid connections via Tiller don’t pull in loan accounts other than student loans. So for those Yodlee is the provider to consider. If there’s still missing data or accounts this is something we need to troubleshoot further. We don’t currently provide de-duplication and so we suggest that you make sure you unlink any redundant account connections form your sheet. And the guide here provides steps on how to deal with duplicated accounts. If you need more help do write in to support using the blue chat widget in the lower right corner of your Console at https://my.tiller.com
My bank recently instituted mandatory 2FA for Yodlee and it was implemented very poorly. I changed that bank to Plaid, and surprise, no 2FA. Also changed my Target credit card to Plaid to get rid of 2FA. So some institutions work better with one or the other. I’m glad that we can choose which to use with any particular bank.
And yes, it is a PTA to de-duplicate transactions, but you only have to do it once.
I have had several accounts that were working poorly with Yodlee (half the time they would take forever to load (ask login info, etc.) and then most times it would return an error. I have switched most of these to Plaid and it is working great, but now I cannot recall how to setup a plaid connection. I have several accounts that are mixed Plaid and Yodlee and I want to switch one more… everytime I try to add an account, it only shows for Yodlee.
Is there an option when you try to add a new account that says “Can’t find your account? Try a different method” dropdown? I am not certain if it is available for all, otherwise you can try https://my.tiller.com/aggregators
I wanted to follow up with an official “answer” on this one following our recent announcement.
There isn’t a consensus for whether Yodlee is better than Plaid or vice versa. Some institutions work well with one but not the other.
We do now have some official workflows to help clean up the duplicates if you decide to change the aggregator for a connection.
If a connection is working well we do not recommend that you change to the other aggregator. We encourage you to change only if a connection has persistent connection issues.
I have had consistent problems with Yodlee about since the beginning of the year. Everytime I switch to Plaid, I have had no problems. I have one account that will not sync (and it has been patched by the kind people at Tiller) and I just tried to switch it to Plaid but it is not setup to be with Plaid. I just tried again to sync with Yodlee and got a technical error. I wish I could switch it to Plaid… Note: I do have several accounts that work fine with Yodlee…
Help! 