TillerHQ Balances not feeding into Foundation Template Balances
Is there a reason why updated TillerHQ balances won’t feed through during a Fill data against the Foundation Template? I refreshed several accounts on TillerHQ this morning. On TillerHQ, I see updated...
View ArticleClik here to view.
TillerHQ Balances not feeding into Foundation Template Balances
I’ve been seeing something similar. I’ve been experimenting with Ultimate Envelopes (and liking it very much, btw) but for the last 2-3 days several of my balances have not been updated. On the Tiller...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
My two Credit Cards updated again last evening. So the connection is there. It seems to me as though “Balance History” is only updated when there are transactions to post or once a day if there were...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I was actually wondering if that might be the case, too, but 2 of my credit cards and the checking account have all had transactions in the last 3 days, that have shown up in the Transactions sheet,...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
Check your balance history sheet. It is probably hidden. Check and see if you have current dates in it. Read full topic
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
Yeah, been checking that. But, no, the balances are not updated there. Read full topic
View ArticleClik here to view.
TillerHQ Balances not feeding into Foundation Template Balances
In contrast, my Balance History sheet DOES have current dates, and the balances there for each account are correct. They’re just not making it over to the Envelopes sheet (I know we’re talking about a...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I think I may have found the issue with my UE template @richl and @n2linux. I took another look at the Balance History sheet and somehow a filter had been applied to the “Account” column. The accounts...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
Glad you figured things out on your end. Sadly, no filter blocking my Balance History. Hopefully Support will get back to me soon and comment on the process that feeds balances in TillerHQ to the...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
Ah, bummer. I was hoping maybe that’s what was going on with yours, too. Hopefully it gets sorted out soon. Read full topic
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I have seen issues in the past where I will get two balance updates in one day and the balances sheet is looking at the earlier one cs the most recent one. I can’t tell if that’s the case for you. To...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I was looking at TillerHQ Help. It says “The Balance and Transaction data are not connected and pull in separate from each other.” So there goes part of my original theory. It also says “Tiller may...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I have never seen it only grab balances if there were transactions and vice versa. It always does both. Read full topic
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
@n2linux I picked up your support conversation to try and figure out what’s going on here. There were some changes made a couple months ago where folks were seeing newer balances in the Console (since...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
This happens to me now ever since they updated to the new way they load fidelity accounts for example. It pulls in transactions but not an updated balance. The next day it updates. It seems to happen...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I just encountered similar issues between last week and today. My balance updated closing last week as if the transactions had been downloaded. Yesterday, transactions didn’t update, and balance...
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I heard back from support, and the issue is being cued up to the product team to look into. The interim solution in my case is to just refresh the Tiller Console once a day in the morning, when both...
View ArticleClik here to view.
TillerHQ Balances not feeding into Foundation Template Balances
I believe this is the new expected behavior with Fidelity investment accounts. We can only grab a balance once per day and will be the 8AM balance until the next day. I don’t know if this applies to...
View ArticleClik here to view.
TillerHQ Balances not feeding into Foundation Template Balances
Hi @david I’d recommend adding a feature request for this https://community.tillerhq.com/c/feature-requests/15 Read full topic
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I tried to create a new topic under Feature Request, but it did not work. I saved my draft. Need an instruction on how to create a topic and save it. Read full topic
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I managed to create a new topic under Feature Request. It’s now there. Cheers, David Read full topic
View ArticleClik here to view.
TillerHQ Balances not feeding into Foundation Template Balances
Glad you were able to get it added Read full topic
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
Thank you so much! I really appreciate it! Read full topic
View ArticleTillerHQ Balances not feeding into Foundation Template Balances
I’m adding a link to your feature request thread, @david. Thanks. Read full topic
View Article
