I created my new spreadsheet and found it had all the transactions back to when I started - April 2022. How long does Tiller keep data? Or is this what the financial institutions have?
I was able to transfer over my Categories and Autocat settings but it only uses a few of them. I did run Autocat on the release categories before I realised I didn’t have my revised categories. It would be nice if I can get Autocat to run on everything again.
HI @MikeB - all the data we’ve pulled since you connected your accounts to Tiller will remain in our database in it’s original form (i.e. we don’t sync your transaction edits back to the database right now)
As for your AutoCat rules, you can set AutoCat to run on “All” via the Settings section in the add-in and it will run against ALL transactions instead of just uncategorized.