The Data Cleanup Workflow is only available for Direct Fills Google Sheets. If you're still using Sidebar Fills you can upgrade from the Tiller Console.
The workflow only supports US Date format MM/DD/YYYY
If you're using Microsoft Excel use these steps for cleaning up duplicated account data. We hope to offer this workflow for Excel soon.
Using the Data Cleanup Workflow
The Data Cleanup workflow offers a way to easily remove transaction and balance history data from your spreadsheet. You may want to remove data if you’ve unlinked an account from the sheet or you’re trying to clean up duplicates introduced by switching to a different aggregator due to a connection issue or if you remove and re-add a connection.
📘 If you’re using this workflow to clean up data as a result of changing a connection to a different aggregator or you removed and re-added the same connection we recommend using these steps.
How It Works
Unlinking an account
When you unlink an account from the Tiller Console for a Direct Fills spreadsheet, you'll be prompted to choose what to do with data for the account:
Remove some data - Walk through cleanup options for transactions and balances separately
Remove all data - Remove all transactions and balance history for that account from the spreadsheet
Leave the data as is - Close the prompt without making any changes to your spreadsheet
Using the Tiller Money Feeds sidebar? If you unlink an account from there, you'll see a notification letting you know you can run the Data Cleanup workflow from the Tiller Console instead.
Running Data Cleanup Manually
You can also launch the cleanup flow anytime from the Tiller Console for Direct Fills spreadsheet. To launch the Data Cleanup workflow:
Click the name of your Direct Fills spreadsheet
Click the down arrow next to the Open button
Choose Clean Up Data from the menu
Cleanup Options in Detail
Transactions
When you choose Remove some data, you'll first be asked how to handle transactions. If the workflow is triggered by unlinking an account the unlinked account will be pre-selected. When the workflow is triggered manually you’ll need to select the account from a dropdown list. Only accounts that have data in the selected spreadsheet are included in the list.
Remove all transactions - Deletes all transactions for that account from your Transactions sheet
Remove transactions in date range - Lets you choose a date range for transactions to remove
Before a specific date
On or after a specific date
Skip - Skips transaction cleanup and moves directly to balance history options
Balance History
After handling transactions (or skipping them), you'll be asked what to do with balance history entries for the account.
Merge with another account - Reassigns balance history from the selected account to another account in your spreadsheet, so the data appears under a single account going forward. You'll use two account selectors to map the old account to the new one.
Remove all balances - Deletes all balance history entries for the account from your Balance History sheet
Remove balances in date range - Lets you choose a date range for balances to remove
Before a specific date
On or after a specific date
How merging with another account works
The merge feature will overwrite the account ID and Account name for the “old” account with the account ID and Account name of the “new” account. The data for all other columns will persist. This means you may have duplicated balance history records, but these generally don’t cause issues when they’re all associated with the same Account ID.
What to do next
After you’ve used the Data Cleanup workflow you’ll want to confirm the following:
Make sure the appropriate data was removed in your spreadsheet - you can revert to a prior version using the Version History feature in the File menu if you find mistakes.
Clean up the Accounts sheet - removed or merged accounts will still be selected in the Account column but with a red error triangle since they no longer exist in the Balance History sheet
Things to Know
The cleanup flow requires an Account ID column in your Transactions and/or Balance History sheets. If the column is missing or the header is missing/misspelled the workflow won’t be able to find the list of accounts. If the column exists but all rows do not have the Account ID the clean up will be incomplete.
You must have "Date" formatted applied on your Transaction date column
Only US-formatted dates are supported for now