New! The CSV Importer powers up your manual import workflows. ⬇️
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, including importing data from unsupported institutions.
For tracking balances manually review this guide.
Supported options from Tiller
Adding a single transaction manually
You can use the Manual Transaction Tool in the Tiller Money Feeds sidebar 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.
Using the CSV Importer
The CSV Importer, released Oct 1, 2025, allows you to automate the process of importing your historical data for a Tiller managed account. To use the CSV Importer for unsupported institutions, follow these steps:
Export data from your financial institution as a CSV file.
Prepare the CSV file by ensuring it contains transaction dates, descriptions, amounts, and balances, and adjust the format to match Tiller’s requirements.
Open your Tiller spreadsheet and access the CSV Importer from the Tiller add-on menu.
Follow the on-screen instructions to upload and map the data into the appropriate columns in your spreadsheet.
You can map accounts from the CSV (if the dataset is for more than one account) and map the columns from the CSV to a few Tiller supported and required columns. Ensure that the CSV file includes all necessary columns such as transaction dates, descriptions, amounts, and balances. Use consistent naming conventions and verify that the data aligns with Tiller’s required format for seamless integration.
Learn more about how to use the CSV Importer here For best results, periodically export and import new data to keep your records current. Standardize your workflow by using consistent file naming conventions and organizing your exported CSV files systematically.
Tips and Best Practices
Regularly check for updates to ensure your financial records remain accurate.
Use a consistent workflow for exporting and importing data to save time.
Refer to Tiller’s documentation for additional guidance on using the CSV Importer effectively.
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. Note: This feature will eventually be deprecated in favor of the Tiller-supported CSV Importer, but we are keeping it available for now since there are some file formats the new importer does not yet support.
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.