Hello,
I originally started the account with my work email but I’d like to move everything over to a new email address and account for the Tiller console. Can I do this and transfer the spreadsheets I’ve been working on to the new account?
Thanks for your help
Unfortunately, this is not as simple as you’re probably hoping.
If you’d like to use Tiller with a different email account than the one you’re currently using you’ll need to start over with a new trial using the other account.
Mark is right, this is not an easy task to change email addresses but it can be done.
If you simply want the same templates then you can add those to a new sheet easier than migrating. You could even copy them to the new sheet from your existing sheet, you just would only have data going forward with the new links to your bank accounts.
But if you’re wanting all of the data that you have brought in along with the templates then you’ll have to do some work like outlined in marks article.
Good morning! As was already mentioned, you can not just change the email address, but you should not lose anything if you cancel your Tiller account and then sign up under a new email address. Share your spreadsheet with yourself (and your choice to make a copy) and link that sheet to your new account. You’ll need to set up all your financial accounts again in the new account.
I uploaded all the help documents to NotebookLM and I put your question in there to see if it had some technical details to consider:
Yes, you can move your Tiller console access and transfer your spreadsheets to a new email address, but this process requires starting a new Tiller account with the desired email address and manually migrating your spreadsheet data.
Here is a guide based on the steps required to migrate your Tiller account and transfer your Google Sheets data:
To switch your Tiller access to a different email account, you will need to start over with a new trial using the other account.
The steps for migrating your Tiller account to the new email address are as follows:
Sign up at https://my.tiller.com/signup using the new email address you want to use for Tiller access.
2. Start a new trial by entering your payment information.
3. Log out of the Tiller Console using the log out button at the bottom of the console (the original work email account).
4. Log in to the Tiller Console using your current email address (the work email you are changing from).
5. Cancel your Tiller subscription for the current email address.
6. Email billing@tiller.com to ask for a refund, making sure to indicate that you are switching to a different email address.
7. Log out of the Tiller Console again.
8. Log in to the Tiller Console using the new email address for your new trial.
9. Reconnect your bank accounts to Tiller under the Connected Account Summary on the Tiller Console.
