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.

Supported options from Tiller

Adding a single transaction manually

You can do this manually by inserting rows on the Transactions sheet. 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.

  1. Right click a row number and choose Insert 1 above or below.

  2. Fill in the relevant transaction details

Manual bulk upload of 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. 

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

Manual bulk upload of data from other tools

Manual steps for Quicken can be found here

Solutions from the Tiller Community

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

The Tiller Community Solutions add-on offers a few community built tools for inserting single transactions and importing data from other tools (Mint, Personal Capital, YNAB, and more).

Add transactions using Tiller Community Solutions

Import CSVs from your bank or other tools using Tiller Community Solutions

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