You can now add and manage your manual accounts and keep track of balances from the Tiller Console. This feature unlocks new capabilities like seeing your manual account balances and a more complete picture of your net worth in Hello, Money. It’s a stepping stone for more improvements to come on offering the best options for aggregating all your data for all your accounts, even if they aren’t supported by one of our aggregators.
If you’re already tracking manual accounts via Tiller Money Feeds you can continue to use that feature, but those accounts will remain local to the spreadsheet. Check out the guide below for more details on migrating those accounts.
Click here to access the guide.
Let us know what you think
We’d love your feedback on this new feature. Comment below.
This sounds great - now I can manage manual accounts in one place to sync with excel and google
KH
I like this a lot. In addition - I’d love to be able to manually update balances for “connected” accounts, or turn a connected account into a Manual one.
Here’s my situation: Initially, my mortgage servicer supported Tiller, then the holder changed tech stacks, and no longer support Yodlee/Tiller. To keep the balance updated, I have to manually hack the Balance History tab each month. I don’t want to lose my 4 years of history by adding/changing the actual account in Tiller.
Thanks for great support and evolving features!
This is awesome!! Thank you!
Penny
I like this! So much easier. The add-on to the Google spreadsheet was kind of slow so I rarely used it.
This is such a great new feature! I generally go to the Tiller Console to see what needs refreshing and have multiple different spreadsheets I’m using that are linked, so it’s great to be able to use manual accounts across them without having to update it multiple times.
I was a little bit confused about not being able to select the manual account and update the balance within the sidebar, but then I actually read the instructions (lol) and it made sense. Just a small suggestion-it may be worth noting in the sidebar when you click on “Manual Accounts” (in addition to your comment the feature being available in the Tiller Console) that to manage the manual accounts globally, you’ll need to do that from the Tiller Console instead of here on the sidebar.