Alright team… To bring clarity into which account was which I ended up renaming my accounts. Based on previous posts, I saw other folks with a similar need but confusion on how to do it so am hoping for clarification from those that have done it or the Tiller support team.
Based on what I read, I have renamed the accounts to their new name from main Tiller sheets page (e.g., where you connect accounts to a specific sheet) and clicking the ‘pencil’ to edit the name. My understanding is that this only affects future transactions, is that correct?
Now, when I go into the ‘Accounts’ tab in the budget/sheet, I see that some accounts reflect the new name while others still reflect the old name. I cannot seem to pinpoint the reasoning but I am assuming it is because new transactions have flowed in for only those specific accounts, is that correct? On the Accounts page, I did see the ‘red triangle’ so made the update to the new name.
So, from here… I’d like to clean up the rest of the accounts but not sure how. Do I need to wait until new transactions flow in to fix?
As a note, I tried using the Repair Balance History tool (per a previous solution posted) but that is trying to change the new name back to the old name (again, I assume that is because there is no new transactions that have come in with the new name).
Sorry for the long post and I do hope this all makes sense. Looking for a little guidance on how to clean this up. Thanks in advance everyone!