I have been keeping all my investments, credit cards, and bank in my main Tiller Foundation Spreadsheet. I want to pull our my investments from the main Tiller Foundation sheet into another spreadheet. I can createb and another spreadsheet and add the investment accounts there. The migration of existing entries in my basic Tiller Foundation is my question. Is it as simple as creating the new spreadsheet and adding the accounts and then do a copy of all the existing entries to the new sheet from my current Tiller Foundation sheet?
Mostly yes.
You would check/uncheck on the Tiller Console page for which accounts you want in each spreadsheet
You would likely want to copy over the relevant Balance History entries if you want that history.
You might want to copy over your Categories sheet too.
Good luck!
Hi @earlnall ! We suggest migrating your Transactions, Categories and Balance History data. The other templates/tabs ought to be populated by data from the aforementioned. See the guide here.
Please note these instructions only apply to Tiller supported templates. If you’re using any Community Solutions we recommend posting in the solution’s respective thread or you can start a new post regarding it. Hope that helps!