If you need to move your existing categorized transaction and balance data to a new spreadsheet follow these steps as a guide.
Migrate Your Categories
Make sure you pay attention to the order of the columns. Old versions of the Categories sheet have a different column order than newer sheets.
- Open the Categories sheet in the original spreadsheet.
- Select row 2 by clicking the row number.
- Hold the shift key.
- Scroll down and select the last category row by right clicking the row number.
- Choose copy.
- Open the Categories sheet in the new spreadsheet.
- Select all the category data starting with row two and press the delete key to clear the example category data.
- Right click cell A2 and choose Paste Special > Paste Values Only to paste in your categories list.
Migrate Your Transaction Data
Follow these steps after you have run the first update using the Tiller Money Feeds add-on to pull in your Transactions.
- Make sure that you have the same accounts linked to the two sheets on the Tiller Console.
- Make sure that you pay close attention to the column order between the original Transactions sheet and the new Transactions sheet.
After you've confirmed the column order is consistent (you may need to reorder columns) and checked the same accounts are linked:
- Navigate to the Transactions sheet in the new spreadsheet, click the row number to select row 2. Do not select the header row. Do not select rows for transactions that don't ALSO exist in the original sheet.
- Scroll down to the last transaction in the list, hold down the shift key and then click the last row number.
- Right click the row number and choose to delete the transaction rows. This prevents duplicates.
- Navigate to the Transactions sheet in your original Tiller spreadsheet.
- Click the row number to select the first transaction in the list, starting with row 2 if that’s the first transaction you want to copy over.
- Scroll down to the last transaction you’d like to copy over into the new sheet, hold down the shift key, then click the last row number.
- Right click the row number and choose copy.
- Navigate back to the Transactions sheet in the new spreadsheet and right click row 2, then choose Paste Special > Paste Values Only.
- Double check your categorizations and correct any errors if you’ve renamed any categories.
Migrate Balances for Manual Accounts (If applicable)
IMPORTANT: You only need to perform these steps if you subscribed BEFORE Aug 26, 2019 AND you have saved manual accounts on the right side of the Accounts sheet in your original Tiller spreadsheet.
- Open the Balance History sheet in your new Tiller spreadsheet. If you don’t see it along the bottom, click the four lines in the lower left corner of the spreadsheet to unhide it.
- Unhide the Account ID column and take note of it's location as well as the order of the columns.
- Open the Balance History sheet in your original spreadsheet. Unhide it if necessary.
- Reorder the columns to match the order of the columns in the new Balance History sheet. You may need to insert a new column in position A and you will need to insert a new column for the Account ID. New Balance History sheets do not have an Index number.
- Select all the data in your Balance History sheet by clicking the square in the upper left corner.
- Turn on the filter to enable the capability to filter all data in the sheet.
- Sort the Balance History sheet by the Index column (it might be a hidden column).
- Copy all entries that have an index number of 9999.
- Open the new spreadsheet and navigate to the Balance History sheet.
- Scroll to the bottom insert your cursor into the first blank cell. Paying attention to column order so everything matches up.
- Right click in that cell.
- Choose Paste Special > Paste Values Only.
- Assign a unique Account ID to each manually tracked account that has an index number of 9999. This Account ID can be as simple as 1, 2, or 3, but should be unique and you should use it consistently for each individual account.
Each time you need to update the balance for one of these manual accounts you will need to manually add an entry to the Balance History sheet using the unique Account ID. Read more here.