Import CSV Line Items

Save time and improve accuracy when tracking how money was spent for personal-finance & small-business users who regularly transact on the following services: Amazon, Venmo, Paypal, or Apple Card.

Import CSV Line Items by Randy H.

The Import CSV Line Items workflow makes importing CSV files into Google Sheet 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

Who Is This For?

This workflow will save time and improve accuracy when tracking how money was spent for personal-finance & 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.

What Data Sources Are Supported?

The Import CSV Line Items workflow will recognize the following types of CSV files 28:

  • 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?

  • 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