good morning Tiller Friends
i have a question that is probably very common and the new card is different than the old one
is there any automated process to handle that
it seems like a common task.
naturally i can do everything manually but i am asking if there is anything embedded in Tiller.
i have lots of VBA code for Tiller automation and doing so manually would be a time consumer
In my experience, even if a replacement card has a different number, the account remains the same, so you shouldn’t have to change anything for the transactions to continue to download. But maybe others have had a different experience.
the transactions are downloading with a new account number. the new account number disrupts the balances, the categories, the rules etc…
Aha. Got it. You could create an autocat rule to automatically change the new number to the old number? Not a perfect solution, but it would do the trick, I think.
The transaction do download. No problems there. But the number is different. Which is ok. It has to be different. But question os what do we do with the balances etc…
You can apply the Account ID, Account #, and Account name (or any other fields for the account that differ now) to the older data, so that these cards get merged in your sheet How to handle duplicated accounts in my spreadsheet | Tiller Help Center
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the new card i got obviously has a new number.
now i have 2 balances: the old CC number and the new one
what’s the “best practices”?
1: in the “transaction” table should i replace all OLD number with NEW number?
2: in the “Balance History” table should i replace all OLD number with NEW number?
The Balances sheet is only reading from Balance History, so if you were only going to update one sheet that’s the one to merge them on. But yes replace all old with new.
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this does not work. i replaced the OLD number (lets say xxxx1111) with the new number say (xxxx2222)
now i get duplicates in the account sheet and in the balance sheet
the balances are ALL wrong now
My experience is that once you have balance history line items using the new number, the account sheet will list that account in addition to the old account number. I delete the old account from the cells in the account sheet and the balance history only reflects the new account number after doing so.
You may have already done this, but I recommend using version history to restore from a save point prior to things going all wrong. Here is an article on how to do that:
Review Version History & Restoring a Google Sheet
I echo the recommendation, if you just want to update Tiller to your new credit card information while retaining the history, to update the Balance History. Here’s a link to my response that goes into more detail on how to do that, with a demo sheet as well.
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