I’m trying to automate more things in my Tiller sheet, one of them being adding credit card payments as manual/future transactions, so I can see my account balance projection over time. I’m able to pull my statement data into my spreadsheet using some scripts with my Gmail account, but now I’d like to automate adding those statements as manual transactions for reconciliation.
I found some helpful information in the comments of the “Adding & Reconciling Manual Transactions” page, but at this point I’d like for someone from Tiller to help me understand which path will work better for this.
- Manually add a row to my Transactions sheet, adding the JSON object to the Metadata column so it can be reconciled later. (I can do this now, but the transaction is added at the bottom of the sheet. Is there a way to trigger a refresh/force this transaction to remain in the correct date order?)
- Trigger the Add Transaction workflow from my own custom script, inserting my statement amount/date/account automatically instead of using the sidebar for data entry.
Any suggestions would be greatly appreciated.