If you need to change your bank's connection to a different aggregator because of a connection issue, here’s how you can clean up your spreadsheet after the switch.
We do not recommend switching your connections to a new aggregator unless there is a persistent long term problem with the connection. We cannot troubleshoot the same connectivity issue for the same institution via both aggregators.
The workflow only supports US Date format MM/DD/YYYY
When you’ve determined it’s necessary to re-connect the same institution via the backup aggregator use these steps:
Re-add the connection via the backup aggregator
Do not link these accounts to your spreadsheet yet.
Visit the Tiller Console at https://my.tiller.com
Find the problematic connection in your Connected Account Summary list
Review and make note of the aggregator for that problematic connection
There is an aggregator badge to the right of the institution name
Click the “Add Accounts” button
You’ll be presented with a modal with a few options.
Choose the aggregator option that is not already connected for that institution
You may need to click “Can’t find your account? Try a different method” at the bottom of the pop up window to access the backup aggregator if the primary one listed at the top of the modal is already servicing the problematic connection for your institution.
Re-add the institution by following the prompts to log in and pull the accounts
Once the connection is re-added you’ll see a second instance of the institution appear in your Connected Account Summary. If you have trouble re-adding the connection you’ll need to reach out to the support team for assistance, or the backup aggregator may also be having problems. Do not link these accounts to your spreadsheet yet.
Assess the connection
We recommend that you create a new spreadsheet and link only the newly connected instances of the accounts to that spreadsheet for testing before linking them to your everyday live Tiller sheet to make sure it’s working better. Monitor this spreadsheet and the connection for a week or more before deciding to fully switch.
Cleaning Up Duplicates
Important: you will change and clean up duplicates one account at a time.
Once you’ve decided to fully switch to the new connection, here are the steps we recommend to link the accounts and clean up the data using the Data Cleanup workflow, one at a time.
Please note, the Data Cleanup workflow is only available for Direct Fills Google Sheets. You can upgrade your Sidebar Fills sheet to use Direct Fills using the steps in this guide.
The goal here is to clean up duplicated transactions, preserving the categorized ones, and merge the old account’s balances into the new one.
Cleaning up Transactions
Open the Tiller spreadsheet where you're trying to use the new connection
From the File menu choose Version History > Name current version & name the version
This is so you can revert to a known stable version in case any changes cause issues
Find the most recent transaction for the OLD instance of the account and make note of the date
Make sure your sheet is sorted newest to oldest by the Date column
Use the filter feature if you need to narrow down the list of accounts to make it easier to identify the most recent transaction
From the Tiller Console, link the NEW instance of the account to your existing Direct Fills spreadsheet - this will fill the data into your spreadsheet resulting in duplicates, we’ll clean those up next.
From the Tiller Console, unlink the OLD instance of the account from the spreadsheet. This will launch the Data Cleanup workflow.
Choose “Remove some data” from the modal
On the transactions cleanup screen in the account dropdown at the top choose the NEW instance of the account you just linked (be sure to note the aggregator, this should be how you can tell them apart, but you can also use the account ID noted to confirm in your sheet which one is the new one).
We're selecting the new one because it has duplicates that aren't categorized.
Select the “Transactions from a range” option
Choose the Before option from the dropdown
Enter the day AFTER the date that you noted in step 3
This will configure the tool to remove all transactions for the NEW account from the spreadsheet that are overlapping duplicates.
Choose “Next” to clean up balances.
Cleaning up balances
Confirm the OLD instance of the account (the one you unlinked) is selected in the dropdown (it should be by default).
Choose the “Merge with another account” option
Select the NEW instance of the account to merge into
Choose “Next” to review a summary of the changes
Confirm the changes
Review the summary to confirm that it reflects
You are removing transactions for the NEW instance BEFORE the date of the last transaction for the old instance
You’re merging balances for the OLD instance of the account into the NEW instance
Click “Confirm”
Review your spreadsheet to confirm that the data was appropriately changed to remove duplicates and merge the accounts
Clean up the Accounts sheet by clearing any invalid account names in the Account column (Column A)
Repeat for other accounts
Repeat these steps for other accounts where you plan to link the new instance to your spreadsheet and need to clean up duplicates.
Let us know how it went
This is our first pass at a workflow to help manage data when you decide to change a connection's aggregator. If you have feedback or run into issues, please write to support@tiller.com and share your feedback or experience about this workflow or the Data Cleanup tool.