Personal Capital is a useful personal finance tool, but many people decide they want to move to spreadsheets when they’ve outgrown it. Perhaps they want to be able to customize their categories rather than being limited to a fixed set of categories. Maybe the monthly view is constraining when they need to look at things on a weekly or quarterly basis or there’s a report that’s just not available. That’s where spreadsheets come in.
Spreadsheets are a powerful and flexible way to manage your money. Tiller takes this to the next level by automatically, and securely, feeding your bank data into a Google Sheet every day. So when you feel like you want to dig a little deeper with your finance data, we’ve got the steps for getting your Personal Capital data nicely formatted for use in a Tiller-powered Google Sheets finance dashboard.
Visualize your spending by category across several months with a spreadsheet.
So, how do you export your Personal Capital data into a spreadsheet?
It’s really quite simple.
Log in to Personal Capital, then click Transactions from the navigation at the top and review all transactions. Select your date range. You can select a specific date range so be sure you don’t overlap on the dates from the transaction data that’s already in your Tiller Sheet. Otherwise, you’ll end up with duplicates. This is also be a great way to get historical financial data into your Tiller Sheet if you’ve been using Personal Capital for a while. Then click the CSV export button.
Manually add the finance data to the Transactions sheet
Now, you’ve got a CSV and you can use the same steps you’d use to manually import your data. If you haven’t done that before review this help article. It’s just a few more easy steps. First, upload the CSV file into your Google Drive. Next, open the CSV as a Google Sheet. Rearrange the columns to match the order of the columns on the Transactions sheet in your Tiller spreadsheet. Finally, copy the transactions and paste the Personal Capital data into blank rows on your Transactions sheet using the Edit menu, Paste Special, then “Paste values only” option. With all of your data in one place, you can now sort by date or organize your Transactions sheet however you want.
Spreadsheets make filtering your finance data easy and it’s quick too!
A couple things to remember as you go through this process. Make sure you turn the filter off on your Transactions sheet before you paste the Personal Capital transactions into the sheet. Then turn the filter back on if this feature is useful to you. Be aware that the filter is not turned on in all Tiller templates. If you don’t see a down arrow next to the column header name then it’s not on. Finally, you can sort the date by Z to A to make sure the latest transactions are at the top.
The whole process takes less than 10 minutes. Using a spreadsheet to visualize your spending is a really powerful way to get a handle on your finances.