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How to handle duplicated accounts in my spreadsheet
How to handle duplicated accounts in my spreadsheet

Learn how to handle duplicated accounts on the Console and in your sheet.

Heather Phillips avatar
Written by Heather Phillips
Updated this week

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.

  • Institution mergers and a second instance of the account is created as a part of that merger

  • 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  • Your accounts have been archived as part of your data feeds upgrade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 Edit drop down menu under Actions then select Remove to remove it.

If you're unsure which instance is linked, update the account nicknames (via Rename in the Edit drop down menu) 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 spreadsheet 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. 

Clean up the Balance History 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

Google Sheets:


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

Google Sheets:


(the filter should be on by default if your sheet is formatted as an Excel Table)

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.

Google Sheets:


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. 

Clean up duplicate transactions

In some cases you will end up with duplicate transactions in your Transactions sheet.

You can manually remove the duplicates from the Transactions sheet. The easiest way to identify the duplicates is to filter your Transactions sheet to only view transactions for the affected accounts and then sort by the Date added column out to the far right.

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