Did you know you can RENAME accounts in Tiller?

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Rename a Tiller Account
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A Quick Tip: Personalize Your Spreadsheet by Renaming Accounts

Hey everyone!

Here’s a quick tip that I’ve found makes a huge difference in how clear my Tiller spreadsheet feels.

When Tiller first syncs your accounts, it pulls in the official bank name, which is often something like “e-FREE CHECKING (123-456).” While accurate, it’s not always easy to read at a glance and can feel a bit impersonal.

By giving your accounts custom names, you make your spreadsheet easier to scan and more connected to your actual goals. It’s a simple way to gain financial clarity.

Here’s exactly how to do it:

  1. Go to the Tiller Console at my.tiller.com.
  2. Scroll down to find Connected Accounts.
  3. Find the account you want to rename in the list.
  4. Click the Edit button to the right of the account name.
  5. Select Rename Account from the dropdown menu.
  6. Type your new, preferred name in the box and click the blue Rename button.

That’s it! Just a heads-up, this change only applies to new transactions that flow into your spreadsheet. Existing transactions won’t be changed.

Need some inspiration? Here are a few ideas to get you started:

  • For Everyday Spending (Checking Accounts)

    • Chase Checking
    • Joint Bills Account
    • Personal Spending
    • Household Expenses

  • For Savings Goals

    • Ally High-Yield Savings
    • :house_with_garden: House Down Payment
    • :police_car_light: Emergency Fund
    • :airplane: Italy 2026!
    • New Car Fund

  • For Credit Cards

    • Amex Gold (Groceries/Dining)
    • Chase Sapphire (Travel Card)
    • :credit_card: Business Expenses
    • Amazon Prime Card

  • For Investments & Retirement

    • Fidelity Roth IRA
    • Vanguard Brokerage
    • :chart_increasing: Long-Term Investments
    • Kid’s 529 Plan

What are some of the clever or useful account names you use?

-Alice
Tiller Evangelist

Bluesky, Instagram, Facebook, LinkedIn

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Here’s the corresponding help article to rename the existing data to match.

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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Thanks Mark! I included it in the Twitter post but somehow missed it when repurposing here. Appreciate your eagle eye.

-Alice
Tiller Evangelist

Bluesky, Instagram, Facebook, LinkedIn

1 Like