Can I convert manual account to linked account

Conversation Ask Anything
,
1

Hello. I hope you are in good health and a clear mind.

I’m working on linking a new credit card to my Tiller. In the meantime, I will add it as a manual account.

Once I work out the link with the bank, how do I convert the manual account to a linked account?

Thank you.

2

Hi @cogreg,

No need to add it manually first. Once you’ve added your new account to your Tiller Console, go to your workbook, open the Extensions menu, and launch Tiller Money Feeds. Click Linked Accounts at the top of the module and move the toggle on for your new account. To have the new account displayed in the Balances tab, go to the Accounts tab, select it from the drop-down menu, and assign it a Category.

Hope this helps,

Rebecca

2 Likes