Google Sheets

CSV Importer for Google Sheets

The CSV Importer cleanly imports Amazon spending reports, Venmo, Paypal, Apple Card, YNAB, Mint and other CSV data directly into Google Sheets powered by Tiller

About the Import CSV Line Items Importer

This workflow makes importing CSV files into Google spreadsheets easier by:

  • Recognizing & validating your import data source
  • Remapping fields to match up with your Tiller spreadsheet
  • Creating offsets to zero-out credit card charges from your feeds
  • Itemizing orders into discrete line-items to facilitate accurate categorization (Amazon imports only)
  • Tracking imported data and preventing the import of duplicates (not all data sources)
  • Storing searchable metadata in the Transactions sheet
  • Providing one-click filtering of uncategorized imported line items

How the CSV Importer for Google Sheets works

This workflow is designed for spreadsheets powered by Tiller. The CSV Importer saves time and improves accuracy when tracking how money was spent for personal finance and small-business users who regularly transact on the following services: Amazon, Venmo, Paypal, or Apple Card.

The workflow will also help to migrate users who wish to move data from another personal finance platform such as Mint, YNAB, or Personal Capital.

The Import CSV Line Items workflow recognizes the following CSV files:

  • Amazon purchases (USA only)
  • Amazon refunds (USA only)
  • Apple Card purchases
  • Mint transactions register
  • Paypal transactions
  • Personal Capital transactions register
  • Venmo transactions
  • YNAB transactions register
  • Basic Bank CSV

Why use this workflow with your Tiller-powered spreadsheets?

  • If your account is not supported for automated feeds from Tiller Money.
  • If there is a temporary outage for your institution.
  • You want to get historical data from before the first automated import via Tiller Money Feeds

Support & Documentation

  • View documentation for the CSV Importer here the Tiller Community
  • All Tiller Community Solutions are exclusively supported in the Tiller Community

 

Tiller Community Solutions FAQ

Is this template free?

This is a free template created by a member of the Tiller Community. While it’s free for anyone to use, it’s designed for spreadsheets automated by Tiller. Additionally, it’s recommended for use within the Foundation Template.

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What is Tiller?

Tiller is the only automated personal finance service for Google Sheets and Excel. Tiller keeps all your daily spending, income, and account balances updated in your spreadsheets, so you can easily see where you stand at a glance and gain powerful insights about your money. Learn more →

Does this template have any dependencies or special requirements?

This template for Google Sheets works best when installed in Tiller’s Foundation Template.

Have questions about this template?

Visit the Tiller Community with any questions about this template.