How do I undo DIRECT FILLS? I set this up in the new console but would prefer to select the FILLS link in the Google Sheets extension as I’ve historically done.
You can revert back to the Sidebar Fills by unlinking and then re-linking the sheet through the sidebar, but that may not always be the case.
Can you share more about whether you’re having an issue (the fill doesn’t seem to work) that’s prompting you to want to revert?
Heather
I like having control of knowing when the fill occurs.
When I just UNLINKED the spreadsheet and try to re-link, it’s setting up a new spreadsheet which is NOT what I want. I have years of data in my spreadsheet. What do I do know?
How to I relink my existing Google Sheet to Tiller so things go back to the way they were? I don’t see where I can add an existing Google Sheet.
The Activity Log for a spreadsheet can be helpful for knowing when the fill happens. You can find this via the gear icon for a spreadsheet on the Console. You can also use the Date Added column in the Transactions sheet to help you keep track of what got filled when. This is usually a column out to the far right in the Transactions sheet.
I share that to say that at some point you’ll likely be required to transition to Direct Fills and Sidebar Fills will no longer be available, but we don’t have a specific sunset date for that yet.
As far as the flow, when you open the sidebar after unlinking the sheet it will prompt you to link the sheet and reselect accounts. This is expected, but the fill will pick up where it left off. Just review the accounts you had previously linked based on the Balances sheet to confirm which ones you need to select in the account linking process.
If you start the process of a new sheet, it creates the sheet and then prompts you to link it. I think you can select the old sheet at the linking stage.
Worst case, create a new sheet and then in Google sheets copy all your old sheets into the new sheet. Delete the newer sheets and rename the old ones to the correct names.