When you want to switch over to using a new Tiller finance spreadsheet template or upgrade to a newer version of the same template you’ll likely want to pull over some of your transaction and balance data. 

Create a New Sheet

  1. Open your Tiller Console
  2. Create a new sheet using the template you’d like to use.
  3. Open your existing Tiller spreadsheet that has the data you want to reuse.

Migrate Your Categories

  1. Open the Categories sheet in the original spreadsheet.
  2. Select row 2 by clicking the row number.
  3. Hold the shift key.
  4. Scroll down and select the last category row by right clicking the row number. 
  5. Choose copy.
  6. Open the Categories sheet in the new spreadsheet.
  7. Select all the category data starting with row two and press the delete key to clear the example category data.
  8. Right click cell A2 and choose Paste Special > Paste Values Only to paste in your categories list.

Migrate Your Transaction Data

Make sure that you have the same accounts link to the two sheets on the Tiller Console.

  1. Navigate to the Transactions sheet in the new spreadsheet, click the row number to select row 2. Do not select the header row.
  2. Scroll down to the last transaction in the list, hold down the shift key and then click the last row number. 
  3. Right click the row number and choose to delete the transaction rows.
  4. Navigate to the Transactions sheet in your original Tiller spreadsheet.
  5. 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.
  6. 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.
  7. Right click the row number and choose copy.
  8. Navigate back to the Transactions sheet in the new spreadsheet and right click row 2, then choose Paste Special > Paste Values Only. 
  9. Double check your categorizations and correct any errors if you’ve renamed any categories.

Migrate Your Balance History

You only need to perform these steps if you’ve saved manual accounts on the Accounts sheet.

  1. Open your balance history sheet in your original 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. 
  2. Select all the data in your Balance History sheet by clicking the square in the upper left corner.
  3. Right click and choose copy.
  4. Open the new spreadsheet and navigate to the Balance History sheet.
  5. Select all the data in your Balance History sheet by clicking the square in the upper left corner and press the delete key to clear the data.
  6. Select cell A1 and right click.
  7. Choose Paste Special > Paste Values Only. 

Migrate Your Manual Accounts (if applicable)

  1. Open your original spreadsheet and navigate to the Accounts sheet. 
  2. If you added manual accounts select all the data in the Manual Accounts table, right click and choose copy.
  3. Open the new spreadsheet and navigate to the Accounts sheet. 
  4. Paste the any manual accounts into the Manual Accounts table using Paste Special > Paste Values Only.
  5. Save the manual accounts to the balance history sheet. 
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