I saw the recent post that Tiller can’t do anything with TreasuryDirect after the change to id.me for logins. Is there a way to convert it to an account where the balance is just manually updated monthly? I am not holding my breath for them to cooperate with Yodlee or whoever.
There is not a way to convert it to a manual account, but here is the recommended flow for something close:
For Direct Fills Google Sheets (if not using Direct Fills yet, upgrade or see note below for Excel)
- Visit the Tiller Console Accounts page my.tiller.com/accounts
- Click Add Account
- Choose Import & Track Manually
- Add the details for the account
- Import transactions if you like, but not required if you just care about the balance. if you do import transactions make sure you do not import duplicates (check what’s already in your sheet)
- Click on the sheet name in the left side navigation where you track this account
- Click on Manage Links
- Link the manual version of the account
- Unlink the automated version of the account
- Choose the “Remove some data” option in the Data Clean up pop up that should appear after unlinking the account (Direct Fills Google Sheets only)
- Skip the transactions step
- Keep the “Merge with another account” option selected and click next
- Choose the new manual account in the dropdown option for the account you want to merge into
- Review and confirm changes
This gives you a continuous balance history for the account that corresponds with the manual account’s ID so you don’t end up with duplicated instances of the account in your Balances sheet.
For Sidebar Fills sheet or Excel workbooks
You’ll just want to manually overwrite the account ID for the old entries to use the new manual account’s ID in the Balance History sheet. The Account ID column may be hidden in Balance History. Balance History is a hidden sheet by default.
This is a useful feature. Is there a place where you list these types of feature in your support area?
That should do the job, thank you!
I’m not sure what you mean here. Are you just meaning the steps I’ve written out?
Otherwise recommend adding a feature request to the community feature requests lists here for “converting to manual”
Is there any possibility that Tiller will be able to get transactions in the future after the change? I have some accounts that use authenticator apps and I have to trigger the update myself and enter the code but the transactions are still added to my Tiller sheet. I’m hoping Tiller can support Treasure Direct in that manner
i was referring to the merge account option