Manual Account Maintenance

I have a manual account that is paid off. I have set it to hide in the Accounts tab but when I go to Tiller Money Feeds>Manual Accounts it still shows in the drop down. I don’t want to go thru the process of deleting everything, since it was once a valid account with payments to it. I just don’t want to see it show up in the Manual Accounts dropdown anymore. Is there a way to do this?

Hello @mpresley410, the “Hide” is only hide from reports not from the accounts page.

This help page might give you some guidance.

There is a hidden sheet you’ll want to remove it from.

-Alice
Tiller Evangelist

Bluesky, Instagram, Facebook, LinkedIn

I saw the article on removing the balance history. So, in order to remove it from the list i have to delete historical data? What if i ever want to go back and see how much the original balance was?

Not sure if this answers your question, but if you make a copy of your spreadsheet anytime you can make a historical record. You can also use the version history.

-Alice
Tiller Evangelist

Bluesky, Instagram, Facebook, LinkedIn

On your Balance History sheet:
Filter the Account column to only show the manual account of interest.
In the Account ID column, change manual: to manualhide:
Copy-paste-values-only the new Account ID for all the relevant rows (they are all the same).
Remove the filter you added to only show the manual account of interest.

Screenshot - 20250720_075637

The key is that the Account ID doesn’t begin with manual: - I just arbitrarily chose manualhide: for something somewhat meaningful.

This won’t prevent it from showing up in reports, but now it won’t be recognized as a manual account.

BRILLIANT!!! That is exactly what I was wanting; to hide it from the list of manual accounts. Thank you so much, that worked perfectly!