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How to Rename an Account Connected to Tiller
How to Rename an Account Connected to Tiller

Learn how you can assign an account nickname to accounts connected to your Tiller Console.

Heather Phillips avatar
Written by Heather Phillips
Updated over a week ago

You can rename accounts from the Tiller Console under the Account Summary.

  1. Log in to the Tiller Console

  2. Scroll down to Account Summary.

  3. Click the Edit drop down menu next to any account name.

  4. Click Rename.

  5. Rename the account and click the blue Rename button to save your changes.

ℹ️ The update will be reflected in your spreadsheet after your next account refresh and fill and only for new entries. The account names for existing transactions will not change.

Update account names for existing data

If you renamed an account after you've already created a sheet and filled the accounts data in, the sheet will not update with the new account name. You'll need to manually correct the data.

  1. Open the Transactions sheet

  2. Turn on the Filter in the Transactions sheet

  3. Filter the Transactions sheet to only show transactions for an account that has an updated name you want to correct. Keep in mind that some accounts may have the same name (e.g. CREDIT CARD) so you may also need to filter on the Account # column.

  4. Use the Fill Handle to quickly update existing account data with the new name.

  5. Unhide the Balance History sheet (View Menu > Hidden sheets)

  6. Repeat steps 2-4 for Balance History entries

  7. Update Accounts sheet dropdown selections (if applicable)

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