So, it seems Vanguard is back. Yay! However, I’ve got a lingering issue. While Vanguard was down, I thought I’d delete all my accounts for Vanguard in Tiller and on the console and then re-add them. That worked, except from that point on I was getting balance history updates on the old account I’d deleted and the new one I’d just added.
I did delete the old ones out of my Accounts worksheet. Or thought so, I unhid the grouped part of the worksheet and see a remnant of the old accounts in column F-O. I can’t seem to delete that info or change it around to match my actual accounts. How do I fix this?
I’m getting double transactions and balances, but only one set is correct.
when you deleted the old vanguard and re-added it might have created a new account ID and that’s why you’re seeing double.
on the tiller console menu when you select accounts see if you see both the old an new accounts if you do, de-select the old one.
In the account tab if you mean you delete the line and it re-appears it’s becuase it’s pulling form the balance history tab “=iferror(sort(unique(filter(INDIRECT(”‘Balance History’!“&$T$7&“2:”&$T$7),INDIRECT(”‘Balance History’!“&$T$7&“2:”&$T$7)<>”“))))”
so you’ll need to go to the balance history and delete the old instances there.
Maybe a different issue but I have not added or deleted fidelity accounts and I am seeing double balances from my Fidelity accounts after I refresh. The amounts have the exact date/time stamped for each entry, two balances. I do the “Refresh Accounts” for all connected account summary’s… all are not double balanced except for Fidelity. Thoughts?
Hi @djsanch12 perhaps there was another change to the connection from the data provider which has caused a new instance of the account to be created. Is there a duplicate account on the Tiller Console https://my.tiller.com/ ? You can review our guide on account duplicates here.
