One of my credit card banks has been bought by another bank, and now my account has been moved to the new bank. Is there a way in Tiller to tie the historical data from the original bank to the new account, so they aren’t treated as separate accounts?
Thanks!
Good question, @alan.heatherley. I’ve had to do this a number of times.
It’s manual but I think the approach @heather recommends here is the best way. It’s quick and you have full control.
She suggests normalizing just the Account Id, but personally I would do it for several columns (Account, Account #, Institution, etc).