Easily Import Your Financial Data from Tiller Into Another Google Sheet

Using a built in feature of Google Sheets you can easily and securely get your financial data, like your transactions and balance history, into another Google Sheet. You can use this quick spreadsheet function to harness your data for use in advanced reporting dashboards or quickly get it into an existing financial worksheet. Learn more about the IMPORTRANGE Google Sheets function.

Ever wished there was a way to pull the data from your Tiller Sheet into a different Google Sheet? You’re in luck! With a couple of steps, you can use the Google Sheets IMPORTRANGE function to accomplish just that.

You can automatically port the data from your Transaction or Balance History tabs, or any other tabs you have in your Tiller Sheet, into one or more Google Sheets. In this post we’ll talk through the steps and provide an animation at the bottom to demonstrate.

First, I’ll start off with the target Google Sheet. This is where I want the data from my Tiller Sheet to show up. Let’s say it’s a CSV export from my bank. Next, I’ll create a new tab where the data pulled from Tiller will live. Then I’ll need to open up and grab the URL for the Tiller Sheet that will be sharing data. Once I have that URL I can set up the IMPORTRANGE function for use in the CSV Export from My Bank.

=IMPORTRANGE(“https://docs.google.com/spreadsheets/d/1vw7fjPtIL1SFzXMHXuhVol_ORuBUYKxqCX7IqHXFTvI/edit#gid=1040087283”, “Transactions!A:J”)

How IMPORTRANGE works

The first parameter in the IMPORTRANGE function is the URL for my Tiller Sheet, and the second parameter tells IMPORTRANGE I want the data from the tab called ‘Transactions’ in that sheet, and that I want columns A through J on that tab.

In the animation below I set up the IMPORTRANGE function in a text file. Once I’ve added the URL to the IMPORTRANGE function I can paste the function into the first cell of the Tiller Transactions tab in CSV Export from My Bank Google Sheet.

Granting access to the source

Next, I need to allow the CSV export from my bank to access My Tiller Sheet. Hover over the #REF! and click ‘Allow Access’. Note that once access is granted, anyone who has editing permissions on the target sheet (CSV Export from My Bank) can use IMPORTRANGE to pull from any part of the source spreadsheet (My Tiller Sheet). See the Notes in Google’s IMPORTRANGE documentation for more information.

After I allow access, the Tiller Transactions tab data now shows up in the target sheet, and will be automatically updated in both locations whenever Tiller updates my sheet.  You can spend some time making the data look a bit nicer by adding some conditional formatting, but it’s important that you don’t rearrange the column order on this tab.

Continue to categorize in your Tiller Sheet

It’s best practice to modify the Tiller Transactions data at it’s source. So if you categorize your transactions in Tiller, you’ll still want to continue categorizing them from the original Tiller Sheet rather than this target CSV Export from My Bank sheet.

How do you envision using the IMPORTRANGE function? Let us know via the chat tool or shoot us a line on Facebook or Twitter.

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