I have one master file that tracks everything in excel, but when I go to make a copy and attempt to link it to Tiller, it overwrites the account selections. I don’t want to use the default base template as my master file has been customized off of the base template and I don’t want to re-do the work.
For example my master file pulls data from accts A, B, C, D, E, F I want to copy this master excel file but only link Accts A,B,C and then have another copy that only links D, and another copy that only links E, F.
Currently if I make copies (ie. Save as and give the file another name) when I change the accounts, it changes it for all the copies and in TILLERHQ online it only shows the last file saved as the linked file.
I’m guessing there is some hook that is hidden that I need to modify to indicate this is another file.
Hope this makes sense. If there’s a tips sheet that walks someone thru how to quickly copy and assign the appropriate accounts that would be most appreciative.
Couldn’t find anything when I did a search.
Regards,
Jamie
@jpowellvu
This is due to the way Tiller recognizes whether an Excel Workbook is “linked” and how some metadata is stored that keeps track of which accounts are linked. When you make a copy of your workbook (Save as or otherwise) you’re also making a copy of the metadata sheet.
It’s a “very hidden sheet” so it doesn’t show in your list of sheets to unhide when you right click on a tab along the bottom.
To access it you’ll need to be able to access the Developer tools ribbon in Excel. Guide on that from Microsoft here: Show the Developer tab - Microsoft Support.
After you’ve enabled the Developer ribbon you can open the Visual Basic Editor.
EDITING THIS SHEET CAN CAUSE DAMAGE TO YOUR WORKBOOK’S ABILITY TO UPDATE WITH FINANCIAL DATA. ONLY MAKE EDITS IF YOU’RE SURE OF WHAT YOU’RE DOING. DO NOT MAKE EDITS OTHER THAN WHAT IS DESCRIBED BELOW.
Once it’s visible navigate to it and delete the rows where the key is FEED.WM and the one entry where the key is WOORKBOOK.ID (items within red rectangle boundaries in screenshot below). Leave the TEMPLATE.VERSION data there.
FEED.WM represents the watermark data for individual accounts linked to this spreadsheet for transactions and balances. It’s how Tiller Money Feeds keeps up with which transactions and balances have already been filled.
WORKBOOK.ID is the “hook” that let’s Tiller Money Feeds know that the workbook is linked to Tiller.
Go back into the Visual Basic Editor and set the sheet back to “Very hidden” to prevent accidental edits.
Save the workbook then launch Tiller Money Feeds and you should be able to link it fresh.
3 Likes
Thank you. This worked. Another question, if I have 4 different investment groups I want to track, ie. Myself, My wife, one for each child, I can do 4 different files, but wondering if there’s a way to assign different accounts to different worksheets under one excel file? This would save a lot of redundant effort to just update one file and have the different accounts updating different worksheets.
Thoughts, recommendations?
Hi @jpowellvu are you therefore wondering if you can have 4 Transactions sheets in one file? Perhaps instead using the Transactions sheet as a source write formulas in the separate worksheets to draw the information you’re looking for.
