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How to Manually Import Your Bank Data

Steps for manually adding historical or unsupported account data to your Tiller spreadsheets

Written by Heather Phillips

New! The CSV Importer powers up your manual import workflows. ⬇️

If one of your Institutions isn't currently supported by Tiller, 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 the CSV Importer or one of the other options below.

Using the CSV Importer

The CSV Importer, released Oct 1, 2025, is a fast, easy-to-use solution available directly via the Tiller Console. It enables an automated process of importing historical transaction and balance data for any Tiller-managed account, streamlining your manual data import workflows.

Using field mapping you can easily match your bank's unique CSV columns to Tiller's expected file format. If you accidentally upload the wrong file or make a mapping mistake, you can quickly delete an import and try again. Additionally, if you are using the CSV Importer to cover a temporary bank feed outage, this feature helps you clear out duplicate transactions where your automated feed resumes and the data overlaps with what you've manually imported.

Learn more about expected file formatting and recommended workflows of the CSV Importer here

Balances

You can modify the steps above as needed to get historical Balance History data into your Balance History sheet.

The Balance History sheet is hidden by default.

In Google Sheets: unhide from the View menu at the top > Hidden Sheets

In Microsoft Excel: right click any tab and choose "Unhide" to open a dialog and unhide the Balance History sheet.

If your account is not supported for automated bank data feeds and you're using Google Sheets you can manually track balances using the Tiller Money Feeds add-on.

Learn more about tracking non-automated accounts.

Manually tracking balances during an outage

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.

  1. Unhide the Balance History sheet if it's hidden

  2. Copy an existing entry for the institution.

  3. Insert a row above row 2 (right click to insert 1 above)

  4. Paste the entry into this new row.

  5. Modify the date and amount for the Balance History entry.

Using Tiller Money Feeds for Google Sheets to manually track balances during an outage

If you want to use Tiller Money Feeds for Google Sheets to manually track balances for an automated account during an outage use these steps:

  1. Unhide the Balance History sheet if it's hidden

  2. Unhide the Account ID column if it's not visible

  3. Filter the sheet to show only entries for one account at a time that you need to manually track

  4. Add "manual:" (no quotes - just manual: < the : is important) to the front of the Account ID. The Account ID will look something like manual:636e56c864fff40037bd7023 after you make this change.

  5. Update every entry for that account to use the new manual account ID. Make sure you hold shift+paste after selecting the account ID cells for all the entries. Do not use the fill handle for this!

  6. Repeat for other accounts you need to track manually by changing the filter.

  7. From here you can use the Tiller Money Feeds add-on sidebar to manually update the balance for these accounts.

  8. When the feed is restored, you'll need to remove the "manual:" from all these entries back the automated account ID.

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