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 in Google Sheets review this guide.
Bulk Upload of Manual Data from your Bank
It's pretty painless to download a CSV file for your bank directly and format it for use in your Tiller spreadsheet.
Bulk Upload of your Data from Other Tools
The Tiller Labs add-on offers several options for importing data from other tools (Mint, Personal Capital, YNAB, and more) via a CSV you export from that tool into Google Sheets. Note: this feature is only available for Google Sheets
Adding a single transaction
You can do this manually by inserting rows on the Transactions sheet (see below) or use the Tiller Labs add-on to manually add transactions. Note: the Tiller Labs manual transaction workflow is only available for Google Sheets.
Manually inserting rows
If you need to manually add a transaction here and there, you can add these by inserting a row into your Transactions sheet and filling in the details by hand.
- Right click a row number and choose Insert 1 above or below.