I have two credit card accounts with Chase. Everything has been working great. But today I noticed that their names have changed without my intervention. The Accounts tab now flags them as Invalid, they’re Uncategorized in the Balances tab, and new transactions are coming in with a new name. Old name was something like “Prime - xxxx1234” new name “Prime (-1234)”. The x’s are gone and parentheses added.
I know how to rename accounts and fix all the things associated with the new names, so I’m not asking for help. What I am asking is, has this happened to other people with Chase accounts? Is this a temporary glitch or a permanent change by Chase or Yodlee or Tiller? Can I expect this type of thing to happen occasionally with other accounts? I’d like to know a little more before I spend the effort to repair my spreadsheets.
My Chase credit cards still look the same in Tiller.
I’m wondering if you have been using the data provider account names, without renaming them, and so if the name coming from the data provider changes, it gets passed along to your spreadsheet?
This may or may not be related, but I have a couple Chase accounts, and two of the credit card accounts have swapped account ids more than once. Unfortunately, I don’t think I tried to troubleshoot through Tiller - it was faster just to correct the data - so I can’t shed any more light on it.
I know that I renamed some accounts when I first set things up, but I don’t know if I renamed the Chase accounts. It’s a little confusing trying to follow the before and after names since I see three different ones: Prime, Prime -xxxx1234 and Prime (-1234). But it will be easiest to just fix the data and not worry about how it happened.
I observed the same behavior with this past week with accounts from Bank of America, which leads me to believe it isn’t an issue with a particular bank.
No, I didn’t make any changes to the credentials or make any other changes to those accounts prior to this issue. I’ve since renamed them and cleaned the data in my spreadsheet so all is well.
This is happening to me as well and has been occurring for several weeks now. My two Chase CC accounts will have their names change almost daily at this point which causes them to become ungrouped on the Accounts tab. And then it breaks the Account Reconciliation sheet. Just haven’t opened a ticket just yet because I haven’t had time was curious if it was occurring with anyone else.
I noticed today that one of my Chase accounts (a credit card account, in case that makes a difference) is listed twice in my Tiller accounts, each with a different name - this has resulted in duplicate entries (which are not caught because the account name is different so Tiller sees them as unique entries). My Connected Accounts in Tiller shows only one account, as it should - but the accounts drop down list in the Tiller spreadsheet is showing two separate accounts. The duplicates go back months. I’m thinking maybe Chase changed the account name and so when the data was updated, the Tiller connection saw the same account with a new name as a NEW account and downloaded all available data for that “new” account, since it’s connected.
Two questions:
Any thoughts on how to best rectify this situation so that I can keep the oldest data that’s connected to the old account name and doesn’t have any duplicates while stopping the duplication that’s occurring?
I read in someone’s comment that there’s a way to change the names of the accounts in the Tiller spreadsheet - how do I do this? (The account sheet gives me a warning that I cannot change the account names when I try.)
So grateful for this community! I’m still a newbie to Tiller (just more than a year in) and have a lot to learn!
On (1), I’d be tempted to just delete the duplicate account (and you’ll need to manually delete any transactions that have come in as duplicates, but it should be relatively easy to filter down to them). Might be worth checking with customer support to see if they can diagnose why this is happening. On (2), you can change the name of any account in the Tiller Console. Just click on the Edit button next to the account you want to rename, and you’ll see an option to Rename.
When you say you have duplicate entries, is that in the Transactions sheet only, Balance History only, or both? Let’s ignore the Acccounts sheet for a moment, as that only pulls account information that has been loaded to Balance History. This will help us understand how best to clean up your sheets, possibly using the Help Center article:
Deleting the duplicates was also my first thought - and may well be what I have to do to clean up the transaction history.
I hadn’t thought about going to the Tiller Dashboard to change the name there. When I checked it, the account name in the Dashboard is the same as the newer one assigned to more recent transactions.
Okay, so I also hadn’t thought to check the Balances sheet. When I did, I can see both account names, thought the older account name is greyed out and in italics, with an updated date of about 8 months ago. Seeing this, I checked the transactions sheet and found that the duplication occurred over a period of about three months, during which the same transactions appear with each of the different account names. Prior to that period, all transactions are associated with the old name; after that period, all transactions are associated with the new name. (This only came to my attention as I was preparing tax information…clearly I need to pay closer attention going forward!)
Realizing that the duplicates only occurred over a three month period makes deleting the duplicates easy to do. Now my concern is how to keep it from happening again. The account in the Console (what I was referring to earlier as the “Dashboard”) is only listed once, using the new name - which makes me wonder…Had I personalized the nickname of the account in the Console (I didn’t realize I could do that so I’ve never changed any account names), would the transaction duplication never have occurred - because the software pulling in transactions would have been able to associate both with the same account from the Bank? Maybe not, though…since the balance page and accounts drop down menus both show two different accounts for this one account.
So, basically, my situation now is that I have two accounts in my Tiller spreadsheet for just one actual account from the Bank. Only one of them is active, so the transaction duplication is no longer occurring. It’s just a rather odd thing to have happen…
I’m not sure what causes this, but the best way to catch it early is to review your balances sheet regularly for any ungrouped assets.
To fix your duplicates, follow the Help document that I linked in my earlier post. Once you followed those instructions, then go to your Accounts sheet; if you see any drop-downs with a red invalid triangle, select the correct account name in the drop-down.
