One of my banks is merging into another bank. Is there a way to merge the accounts in Tiller, instead of having them treated as separate accounts?

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?


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).