Add all year-to-date transactions

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1

Hello, I just set up Tiller and am only getting transactions for the past 90 days. How do I add all YTD transactions?

2

The past 90 days is generally all you get. Just a limitation of the data aggregator that Tiller uses.

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3

@Fi3035 Welcome to Tiller Dan,

I pulled the paragraph below from within the help guide called:
Most Common Questions When Getting Started With Tiller

Can I get transactions from more than 90 days ago?

Tiller can typically pull up to 90 days worth of historical transactions from most institutions, but this varies by institution. If you’d like to add more historical data to your sheet check out the guide below.

Manually add historical data to your Tiller spreadsheet

Additionally, If you have access to historical data from your bank or another tool there are other guides available. Below is a link to one guide that deals with other tools.

Working with Manual Data

Clint

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I think this is a great exercise, and often worth doing! Though can be tedious at first. Most banks will let you go in and download data in a usable format to paste into your transactions sheet. Some banks will get you data in a better format than others, and some will require some manipulation to get the signs on the transactions correct and everything in the right columns. If you’re unlucky, you’ll run into a bank that only lets you download PDF, but most will let you download XLS or CSV.

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Thanks @Clint.C, I hope that helps @Fi3035 !

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