Tiller can automatically pull in up to 90 days worth of transactions for most accounts. However, this varies by institution. If you’d like to get more historical data into your sheet you can follow these steps.

Categorizing transactions is the key to staying on top of your budget. Ideally, you should visit your transactions sheet a couple times a week to check in and categorize. If you’re not seeing transactions you’d expect to see, visit your Tiller Console to refresh your accounts or read our transactions troubleshooting guide

Manually categorizing transactions allows you to be the most in tune with your spending, but if it feels overwhelming you can set up AutoCat to help with automating your categorization workflow. 

Click here to learn how to use AutoCat for Google Sheets

Click here to learn how to use AutoCat for Microsoft Excel

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