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.
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.
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.
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.