Gathering and Importing your Financial Data

Learn how Tiller collects your financial data and other ways you can manually import your data for unsupported institutions and historical data.

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18 articles in this collection
Written by Heather Phillips

How to Manually Import Your Bank Data

A few quick steps on getting your bank data into your Tiller spreadsheet when one of your accounts isn't currently supported.
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Written by Heather Phillips
Updated over a week ago

Manually Add Data to Your Tiller Spreadsheet

Learn how to manually add historical data to your Tiller spreadsheets from other data sources.
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Written by Heather Phillips
Updated over a week ago

How to Sync Categorized Transactions & Data Between Multiple Tiller Spreadsheets

Reuse your categorized transaction data across multiple Tiller-powered Google Sheets.
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Written by Heather Phillips
Updated over a week ago

Add a Type column to the Transactions Sheet

Learn how you can display the category type alongside your other data in the Transactions sheet.
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Written by Heather Phillips
Updated over a week ago

Get Your Amazon Order Line Item Details Into Your Tiller Spreadsheet

Learn how to organize your Amazon order details for easy tracking with Tiller.
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Written by Heather Phillips
Updated over a week ago

Mobile Cash Tracking With A Google Form

Learn how to set up a Google Form to quick track cash transactions on the go.
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Written by Heather Phillips
Updated over a week ago

Importing your Quicken Data Into Tiller

Learn how to get your historical bank data from Quicken into Tiller.
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Written by Heather Phillips
Updated over a week ago

How to Get Your YNAB Data into Your Tiller Spreadsheet

Step by step guide for getting your budget out of YNAB and into Tiller.
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Written by Heather Phillips
Updated over a week ago

Organize Your Transactions by Account In Separate Sheets

Learn how to copy in our Account Transactions organizer Google Sheet.
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Written by Heather Phillips
Updated over a week ago

How Often Is New Data Added To My Tiller Finance Spreadsheet?

Review the details about how refreshes and updates are made to your Tiller spreadsheets.
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Written by Heather Phillips
Updated over a week ago

Add Year Data to Your Tiller Spreadsheet

Learn how to add a "year" column to your transactions or balance history sheet.
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Written by Heather Phillips
Updated over a week ago

Importing Your Mint.com Transaction Data into a Google Sheet Spreadsheet

Quick and easy steps to get your Mint.com data into a spreadsheet.
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Written by Heather Phillips
Updated over a week ago

Automatically Fill a Column with a Formula

Use Google Sheets ArrayFormula to automatically fill a custom column in your Transactions sheet.
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Written by Heather Phillips
Updated over a week ago

Import Personal Capital Data Into Your Tiller Spreadsheet

Learn how to quickly and easily get your historical data out of Personal Capital and into a Tiller spreadsheet.
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Written by Heather Phillips
Updated over a week ago

Import Your Financial Data from Tiller Into Another Google Sheet Using IMPORTRANGE

Use a built in Google Sheets formula to get your financial data into another Google Sheet.
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Written by Heather Phillips
Updated over a week ago

Using Google Sheets QUERY to Visualize Your Spending

Learn how to use QUERY in Google Sheets to build custom spending reports.
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Written by Heather Phillips
Updated over a week ago

Using Google Sheets to Track Your Investment Portfolio

Learn how to use GoogleFinance to pull investment data into your Google Sheet.
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Written by Heather Phillips
Updated over a week ago

Getting Position History Data into Your Tiller Spreadsheet

Tiller can provide Position History and holdings data for some investment accounts alongside your transactions.
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Written by Heather Phillips
Updated over a week ago