Automatically import excel tablet transactions into tiller transaction tab

[heather]

I am doing great, @jorgeelizondom. Thanks for asking! Hope you’re well in this crazy time!

I’m not aware of any automated means of getting the transactions from each of your tabs in Excel automatically into your Google Sheets Transactions sheet.

But @yossiea is right. There is a tool called Tiller Money Labs that offers an option to manually add a transaction and flag it for reconcile.

You could have your assistant record them using that tool instead, AutoCat will categorize it, and then when the matches comes in you’d run the Reconcile feature in that same Labs add-on.

Docs: Adding & Reconciling Manual Transactions

Why Use Manual Transactions? Tiller feeds will keep your financial data current for linked accounts by pulling in transactions and balances into your Google Sheet. Sometimes, however, you may need to manually add a transaction before it has posted at your bank. For example, you might want to capture a check paid to a vendor, an invoice submitted to a client, or a bill that you paid electronically. Logging a transaction when you make it (rather than waiting for it to post at the bank), record…

Hopefully that helps.

Thanks for the feedback on the product, it’s still evolving