Updating Manual Account with New Credit Card Number – Best Practices?

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Hi everyone,

I recently received a replacement credit card for one of my manual accounts in Tiller. The card has a new number, but the account itself hasn’t changed. I’m wondering what the best way is to update this in my Tiller spreadsheet and workflow.

My main questions are:

  1. Merging accounts: Should I try to somehow merge these two manual accounts (old and new card) into one? If so, how?

  2. Balance history: Is there a way to maintain a continuous balance history, even with the card number change?

Any tips or advice from those who have dealt with similar situations would be greatly appreciated.

Thanks in advance!

2

A similar question was asked recently, and @morgan gave this advice:

Hope that helps.

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