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
If you are using Google Sheets, you can use the Manual Transaction Tool in the Tiller Money Feeds add-on to help automate adding individual transactions manually. This workflow is best if you're wanting to just add one transaction at a time.
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.
If you're using Microsoft Excel, you can insert rows in your Transactions sheet (right click any row) to manually add individual transactions. We hope to have the manual transaction capability in the Tiller Money Feeds add-in for Excel soon.
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.
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.
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.
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.