Updating Transactions Tab Format to Latest

[dwmintz]

I created my Transactions tab back in 2021, and it seems that the core set of columns has changed since then (most critically adding an Account ID field). I’m wondering if there’s a recommended way to migrate my Transactions tab into the newest format that will minimize breakage.

I figure I could just create the Account ID column all the way on the right side of the Sheet, but wondering if there’s a reason to do something else. Any guidance from others who’ve encountered this would be much appreciated.

[jpfieber]

I’ve just manually inserted the columns as I’ve needed them. Order isn’t important, so you can arrange as you see fit.

[eric.lee.abcd]

I recently updated my Tiller sheet to also add some “new” columns.

Summary: I was able to merge in the “new column values” for my old transactions into my existing sheet, but it was definitely a bunch of work (fiddling with spreadsheet formulas, figuring out various “edge cases”, etc.

Details:

I believe on the Transactions tab I added the newer

Account ID

Categorized By
Categorized Date
Source

There were some changes to the Balance History also:

Newer columns added to the "Balance History" tab (Account Status, Date Added, Source)?

Hi, I have used Tiller since 2020, and am now working on “cleaning up” / refactoring my Tiller Google sheet. I created a new google sheet (with the latest “foundation template”) and have noticed some columns missing in my existing sheet. On the “Balance History” I see I am missing the: Balance ID Account Status Date Added Source I see “Balance ID” is documented here: But not the other 3 columns. Can documentation for the other 3 columns be added? If I add these 4 columns to my existin…

Since I was doing a “big cleanup” I decided that I wanted to get the “new columns” filled in for as many of the old rows as I could. Note: I think “Account ID” (in Transactions) and “Balance ID” (In Balance History) are probably the most important ones.

To do this I created a new Tiller sheet (using the latest Foundation Template). That filled in all the new columns for every transaction still in Tillers DB (everything except old accounts that I had closed / deleted from Tiller DB).
It was kind of a pain, but with some spreadsheet formulas I was able to link (by matching Transaction ID’s) and copy over the “new info” for the new columns. And also copied over the “latest values” for “Account”, “Account #”, etc. which had sometimes changed (and were a mix of older / newer names, so had been a pain to filter on those columns before).

For the Balance History, I had to match up by date / Amount, etc. to fill in the new “Balance ID”. It might have been simpler to take the values from the “new Tiller foundation sheet” and then tried to just extract the “old/deleted accounts + manual balances” from my old sheet.