I would like to start 2021 fresh with no history. How do I do that?
Yea, lots of us would like to completely forget about 2020! The cleanest way would be to go to https://sheets.tillerhq.com/# and create a completely new spreadsheet. You could copy/paste things like Categories and AutoCat data from your old spreadsheet as needed.
Like @jpfieber said, just create a new spreadsheet. Keep in mind that your Tiller Money account has history starting about 90 days prior to your sign up. When you start a new spreadsheet, all the transaction & balance history will be pulled to that point. So, if you want to have a 2021-only spreadsheet, you may want to manually delete rows from the
Balance History and
Transactions sheets in 2020 (and prior ).
Thanks for the link.
Yes 2020 is year to forget
Worst in all my 86 years…
Sorry to hear, @hankmack. Wasn’t an easy one for most all of us.
Draw a line under it and let’s hope for the best in 2021.
I do this every year for simplicity! Tiller Labs has a great migration tool that will migrate categories and Autocat rules.