All your data in once place, easier than ever

We’re excited to introduce the CSV Importer, our newest feature to make it easier than ever to bring transactions from all your accounts into your Tiller-powered spreadsheets.

Our CSV import tool allows you to import your bank transactions directly into accounts managed by Tiller and right into your spreadsheet. It’s handy if you prefer to track manually or need to add more transaction history. 

The CSV Importer supports a variety of amount formats (since not all bank exports are the same), allowing for flexible account and column mapping giving you control over how to import your data.

Alongside our work to improve automated bank feeds, we know there are times where a CSV importer is the best option. This capability has been a highly requested feature, and we’re excited to keep improving it with your input. 

Click here to learn more about the CSV Importer on our help center.

If you have feedback or questions, let us know in the comments below.

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Heather Phillips

Heather Phillips

Heather comes from a background of user experience design & customer support. She loves helping others learn, explore and discover better ways to use applications and products that improve their lives. When she’s not coaching customers on Tiller best practices, tweeting or writing blogs, she’s probably at a yoga class, out for a hike in the Blue Ridge, or off volunteering for a variety of non-profits.

Notable Replies

  1. This seems like a great addition for manual accounts. How does the CSV import interact with the Balance History sheet? Is there a different way to import account balance updates only?

  2. Heather

    thanks for the note - this could be useful but not for me - so far at least, the data from my Canadian bank accounts has come in quite efficiently.

    I do manually add data from several other banks in Mexico and Africa. I used to have these records in a spreadsheet and I was copy and pasting data into Tiller, but more recently I am keeping a worksheet for each one in my Tiller spreadsheets. I download the banks’ .cvs files, copy and paste into the appropriate worksheet in Tiller, reformat the data and convert to CAD, and then a macro adds the data to the Transactions page. But an app that would copy the data from the bank file into the bank worksheet in my Tiller file, would be really helpful.

    thanks

    Peter

  3. Avatar for apetz apetz says:

    Hello,
    How is this tool different from “Manage Account Summary” on the tiller website? Aren’t we already importing our accounts into worksheets “transactions” tab?
    Sorry, I’m confused how this is an improvement from what we already have?
    Please educate me :slight_smile:

    Alisa

  4. Welcome @aaron.lyons @pkieran2008 @apetz :waving_hand:

    The CSV Importer only imports transactions right now, and does not interact with Balance History at this time. There isn’t a way to import account balance entries yet.

    It sounds like this tool would be a fit @pkieran2008

    @apetz if your automated bank feeds are working great then there is no need to use this tool. It’s handy if you need to manually track an account or if you want to import history beyond what we were able to pull initially.

  5. Can you make a video of this tool? I already use the CSV importer in community feeds, but it is cumbersome. Especially, for just a couple of updates.

Continue the discussion at community.tillerhq.com

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Participants

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