Why duplicated accounts happen

Duplicated accounts can appear on the Console when

  • there is an issue with an account that our data provider corrects. After they get the data feed working again for the account a second instance is often brought into your Console.

  • You remove an Institution's connection entirely on the Console and then re-added it as a troubleshooting step to fix the connection.

  • Your accounts have been archived as part of your data feeds upgrade

How to address duplicated Accounts on the Console

If you're seeing duplicated accounts on the Account Summary in the Console you can just remove the instance that's not actively feeding data to your sheet.

Click the ... next to an account to remove it.

If you're unsure which instance is linked, update the account nicknames (pencil icon under Account Summary) to make sure they're unique and then check your sheet's linked accounts by clicking the sheet name in the Console to expand the account selection area.

We don't recommend deleting your Archived accounts from the Console if you want to keep your historical data prior to your data feeds upgrade.

How to address duplicated accounts in your sheet

When you link the new, active instance to your sheet you'll likely see a duplicate instance of the account in your spreadsheet on the Balances sheet because the second instance is assigned a new unique Account ID and thus appears as a new, separate account in your sheet. 

To deal with the duplicated accounts in your spreadsheet you'll need to clean up the Balance History sheet. 

  1. Open your Balance History sheet. 

2. Select all the data in the sheet and turn on the filter. 

3. Sort the sheet by the Account column and then filter the list to display all instances of a single account. Keep in mind that the same account could have Balance History entries with different account names. You can filter on the Account # column too if that's helpful.

4. Find the most recent entry for the account (sort by the Date column if needed).
5. Copy the Account ID (might be a hidden column) for the most recent entry and paste it into the Account ID cell for ALL past entries for the account. This will be overwriting the Account ID for all entries associated with the old or previous instance to use the new, active Account ID being fed by Tiller. 

Tip: Hold shift and select the first account ID cell and scroll to the bottom and select the last Account ID cell and then paste to quickly update the Account ID into all relevant cells. 

6. Repeat steps 3-5 for all duplicated accounts. 

Dealing with Duplicate Transactions

If you have duplicated accounts due to removing/re-adding accounts on the Tiller Console, you also likely have about 90 days worth of duplicated Transactions. 

You can manually remove the duplicates from the Transactions sheet (hint: use the Date added column out to the far right as a marker for sorting). 

You can also use an experimental Tiller Community Solutions add-on Manage Duplicates workflow to clean up the duplicates. This feature is supported and documented in the Tiller Community and has only been lightly tested. Use at your own risk. If you have questions or run into issues with this feature, reply to the wiki doc for the feature linked above. This feature is only available for Google Sheets.

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