Folks, I am dropping one financial institution and planning to add a new one.
I could not find the article searching the Tiller Community, but is there some advice dropping a financial instituion then adding a new one? What are the watchouts??
Here’s some help documentation for removing accounts and institutions. As the article states - removing the account and institution connections will not delete any of your Transactions already in your sheet.
I actually drop/add accounts a lot (well, used to). I never really “drop”. I “hide” (an option in the accounts tab) accounts so that I do not lose any data and add new ones like normal. It’s not an elegant solution but it works fine.