Note: these steps are for Tiller powered Google Sheets only, but a similar workflow could be used for Excel.
If one of your Institutions isn't currently supported by Tiller Money, there is an outage or disconnection, or you want to get historical transaction and balance data into your sheet you can quickly and easily get your data into your spreadsheet using these manual steps.
Note: there are accompanying repeating animations for many of the steps below.
1. Start with your bank
- Log in to your bank or financial institution.
- Download a CSV (Comma Separated Values) file for all the transactions you want in your Transactions sheet. Note: You may need to specify the date range before grabbing the data to ensure everything you want is included in the CSV.
2. Upload the CSV to your Google Drive
- Navigate to your Google Drive.
- Drag and drop the CSV file into your Google Drive.
- Open the CSV file using Google Sheets.
3. Format the data
The demo video below goes through the rest of this steps documented below.
When you’re working with the data in the new Google Sheet you just opened, you’ll need to reformat it so that the columns match the column order of your Tiller Transactions sheet.
- Review the data from your bank. There might be extra columns that aren't present in the Transactions sheet in your Tiller Money spreadsheet.
- Delete any columns you don’t need.
- Rearrange the columns to match the order in your Transactions sheet. Note: you can rearrange by hovering over the column header until you see a hand icon, which will allow you to drag and drop a column into a new location in the sheet.
4. Make sure you have the columns you'll need
Depending on which template you’re using, and the customizations you’ve made to your Transactions sheet, your column order may be different than these. Make sure the columns in your CSV match your live Transactions sheet and include these at a minimum.
- Category (if applicable)
4.a. Adding Month and Week Data (optional)
If you'd like to see the Month and Week data associated with these manual transactions (which is optional, but useful if you want to build a pivot table with the data) add a column to the CSV Google Sheet in the position where Month and Week are in your Tiller Money Transactions sheet.
It's important to do this step BEFORE you paste your manual data into the Transactions sheet because Tiller Money Feeds automatically fills in Month and Week data for new automated transactions.
5. Copy your transaction data
Once you have the columns ordered to match your Transactions sheet:
- Select all the data, excluding the header row.
- Right click and choose copy.
6. (Optional) Open the Tiller Money spreadsheet and turn off the filter
Note: Some newer versions of Tiller Money's Google Sheet templates do not have the filter turned on by default. If you do not see a small downward pointing triangle next to the header text (Date, Description, etc) in row 1 the filter is not turned on.
- Navigate to the destination spreadsheet from your Tiller Console and open it.
- Select all the data in the transaction sheet using the square in the upper left of the sheet.
- Turn off the filter for your transactions sheet.
7. Paste your bank data to the transactions sheet
- Scroll to the bottom of the transactions sheet where there are empty cells. Note: If you need to add more cells there is a handy button at the very bottom of the Google Sheet that will allow you to add more rows.
- Click the first empty cell to the far left, likely the Date column.
- Paste the new transaction data you copied from the other Google Sheet into your Transactions sheet. Right click and choose "Paste Special > Values Only. Note: you can use CTRL (or ⌘ on a Mac) + V to paste or right click the first cell and choose paste.
- Update the data for each of these newly added transactions for any other columns in your Transactions sheet that weren’t provided by the bank like Institution, Account #, etc.
In the example below, we used data from transactions that Tiller had already pulled in to fill in some of the details such as the Account Name, Institution and Account #. For these manually imported transactions I used the same text from the Description column for the “Full Description” column.
(optional) Turn the filter back on
If having a filter turned on for your transactions sheet is useful to you:
- Select all the data again using the selector rectangle in the upper left
- Turn the filter back on.
(optional) Sort the data
- Click the filtering and sorting arrow on the Date column and choose the Z→ A option to sort by newest first.
You can modify the steps above as needed to get historical Balance History data into your Balance History sheet.
If there is an outage or disconnection and you're waiting for our data provider to resume the connection you can manually add Balance History entries to keep your balances up to date during the disconnection.
- Unhide the Balance History sheet if it's hidden (open the View menu > Hidden sheets to unhide)
- Copy an existing entry for the institution.
- Insert a row above row 2 (right click to insert 1 above)
- Paste the entry into this new row.
- Modify the date and amount for the Balance History entry.
If your account is not supported for automated bank data feeds you can manually track balances using the Tiller Money Feeds add-on. We do not recommend this approach for automated accounts as it will result in duplicated accounts.