Learn how to use the Migration Helper in the Tiller Money Labs add-on to transition customized data from one Tiller Money-powered Google Sheet to another.
What is the Migration Helper? The Migration Helper (in Tiller Money Labs) will help you migrate enriched personal-finance data—(e.g. categories, splits, manual balances, etc.) from an old “source” Tiller Money spreadsheet to a new “destination” Tiller Money spreadsheet.
When Do I Need Migration Helper?
- Move from a Feedbot to a Tiller Money Feeds spreadsheet
- Start over in a new clean spreadsheet without losing history
- Merged enriched account data into another spreadsheet
What Does Migration Helper Migrate?
- Transaction categories
- Transactions-sheet columns
- Transactions splits
- Manual transactions
- Non-feeds transactions (e.g. Import CSV)
- Manual balances entries
- AutoCat rules
- New Categories