Note: these steps are only required for Feed Bot sheets (sheets created before August 26, 2019).
As of August 26, 2019 Tiller Money powered spreadsheets no longer leverage an Index (a hidden column in Balance History) to uniquely identify accounts in Balance History.
Accounts are now uniquely identified by an Account ID that is assigned to the account when you first connect it to the Tiller Console under the Account Summary. Each time a new Balance History entry is added to your spreadsheet the same Account ID is used.
If you're using a Feed Bot sheet, inorder to take advantage of many of the new solutions available via the Tiller Labs add-on, the Account ID column is required in Balance History.
Use these steps to add the Account ID column to your Balance History sheet, generate the ID, and backfill old entries.
- Open your Tiller Money fed Google Sheet
- Open the Balance History sheet (if you don't see it, open the View menu > Hidden Sheets to unhide it)
- Insert a column to the right of the last visible column (right click and choose Insert 1 right)
- Enter Account ID for the header (row 1) for the new column
- Visit the Tiller Console at https://sheets.tillerhq.com/auth/google
- Click Account Summary and click the pencil icon next to each account in the account summary and then save (click the check mark) - this generates a Balance History update that will have the Account ID
- Navigate back to the Google Sheet and review the Balance History sheet to make sure the Account ID populated for the accounts.
- (Optional) use the Tiller Labs "Repair Balance History" workflow to get the Account IDs filled in for your historical transactions. If you prefer not to use this workflow proceed to step 9.
- Unhide the Index column if you don't see it in your Balance History sheet.
- Turn on the filter for the entire Balance History sheet (just check the box for "don't show this for 5 minutes" and click okay for any warnings about editing the sheet)
- Sort the Balance History sheet by the Index column.
- Copy the Account ID for each account and paste it into the Account ID cell for all accounts per Index number.
If you notice that a single account has multiple index numbers assigned to this, that indicates that at some point you removed the account from the Tiller Console (perhaps trying to troubleshoot a connection issue) and re-added the account and so it was assigned a new index number). Just re-use the same Account ID associated with the account for this older entries with duplicate index numbers.
At this point you should be able to leverage many of the tools and workflows in the Tiller Labs add-on. Some solutions require an updated Account sheet. You an upgrade your Accounts sheet by starting with step 6 in this guide.