Tiller can pull up to 90 days worth of transaction data from most institutions. If you want more transaction data in your sheet, your account connection isn't supported, or you prefer not to link an account we have the following options available for manually adding Transaction data to your spreadsheet.

For tracking balances manually review this guide.

You can use the Manual Transaction Tool in the Tiller Money Feeds sidebar to help automate adding individual transactions manually. This workflow is best if you're wanting to just add one transaction at a time.

Learn more here on using the Manual Transaction Tool

If you need to add many transactions for an account or want to import historical data prior to the 30-90 days we were able to automatically bring in we recommend the manual bulk upload option below.

It's pretty painless to download a CSV file for your bank directly and format it for use in your Tiller spreadsheet. 

Use these steps as a guide to manually add your bank data

Manual steps for Quicken can be found here

There are community built solutions that help automate the manual data steps. These solutions are supported by the Tiller Community.

This community-supported add-on offers a few community built tools for importing data from other tools (Mint, Personal Capital, YNAB, and more).

Use the Basic Bank CSV option to build a workflow for your bank's CSV format. You can also record a macro to easily re-format your bank's CSV format for use with this basic bank CSV.
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There are more steps to setting this one up, and it will require you to add a custom bound script to your spreadsheet, but it is by far the most flexible option for more easily creating a re-usable mapping for various bank CSVs.

No scripts required. This in-sheet option transforms your data in the spreadsheet and gives you some options for making sure you don't import transactions a second time.