Microsoft Excel is the most popular software in the world for analyzing financial data, budgeting, and understanding money trends. Millions of people use Excel for their personal finances daily.
However, manually uploading bank statements into Excel is very tedious, leading users of Excel in search of an automated solution.
For example, over on Hacker News, someone asked “Does anyone have any recommendations on ways to automatically download data from bank accounts/brokerages, etc for easy importing into spreadsheets instead of having to click around and download CSVs or whatever daily?”
The best option for auto-importing your bank statements into your workbooks is Tiller, the only personal finance service built on Microsoft Excel and Google Sheets.
Indeed, Tiller is recommended by Microsoft for subscribers of Microsoft 365.
Automatically download bank transactions into Microsoft Excel with Tiller Money Feeds
Tiller Money Feeds for Excel securely connects over 21,000 banks, credit cards, brokerages, loans, and other financial sources directly to your workbooks.
You can then easily import all your daily account balances and transactions with a click. It’s the fastest, easiest way to manage your money with the power and flexibility of Microsoft Excel.
Using Tiller Money Feeds
To use Tiller Money Feeds, you first sign up for a free trial of Tiller.
After you’ve signed up, you authenticate any banks you want linked connected to your workbooks in Tiller’s secure console.
You then install the Tiller Money Feeds add-in from Microsoft’s App Source store:
You can then choose which accounts to connect to up to five different workbooks, install the Tiller Foundation Template, and create custom auto-categorization rules with AutoCat.
You can try Tiller for Excel completely free for 30 days.
Your card isn’t charged until the end of your trial, you can easily cancel anytime, and you keep all data you import or templates you install during your free trial. Every Tiller subscription includes:
- Tiller Money Feeds for Microsoft Excel
- Tiller Money Feeds for Google Sheets
- AutoCat, transaction auto-categorization 100% based on your custom rules
- Foundation Template with financial insights, net worth tracker, spending tracker, unified balances sheet, and monthly and yearly budgets,
- Daily Email Account Summary
- Top-rated customer support
- Helpful user Community
Click here to try Tiller free and automatically keep your bank transactions updated in Excel each day.
What about converting bank PDFs to CSVs?
Several tools help convert PDFs from your bank into CSV files that you can then import into Excel. Unfortunately, while these tools are undoubtedly helpful, they are not automatic.
They still require logging into your online bank account, finding the link to download your bank statements as a PDF, importing that PDF into the conversion tool, and then finally importing the CSV into your workbook. You will also likely need to clean up and reformat the data.
Even simply importing a bank CSV into Excel is a pain. Once again, you need to manually log into your bank account, export the CSV files, import the CSV file into Excel, and clean and format your data before you can even use it.
You’ll need to do this account by account, month after month, over and over again.