I have linked three credit cards. Two personal, one business. I"ve created a personal sheet with just the personal credit cards. BUT When I create a new sheet just for business, and check only the box for my biz credit card, it imports transactions from my other personal cards, too, and labels them with the biz credit card number. YET: when I look on the Spending Trends dashboard, the Net Worth number is CORRECT…as if the personal transactions don’t exist, which they do!! HELP!
ALSO: The three cards are all from AMEX. The AMEX online account is accessed via a single login for all three. Not sure if this helps.
Hello - Did you ever get a resolution. I am having the same issue. I have a personal and business account under the same login. Everything went smooth when I setup the personal spreadsheet, but when I went to setup the business one and link my business account only, it populates with all my personal transactions. I am extremely disappointed and concerned because I was hoping Tiller was what I was looking for, but if this can’t be resolved then it is useless to me.
I’m wonder if you expand the link to your business spreadsheet in your Tiller.com dashboard, you see the personal and business accounts both listed, and checked. If so, unchecking the personal account should correct the issue.
Do the personal and business account have different account numbers, or is it one account number with two different card numbers? I’m just trying to understand what the issue is.
