Bank CSV Lacks "Transactions" and "Categories"— Line-item Importer Won't Work

[jpfieber]

You need to make your banks CSV file look like the “Basic Bank CSV Template” that Tiller supports. Here’s instructions on how to do that and how to download the template you need to match:

Docs: Import CSV Line Items

Overview Tiller automates your daily spending, transactions and balances to your Google Spreadsheets, but manual imports of CSV files may still occasionally be required when: Migrating data from other platforms (e.g. from Mint, YNAB, Personal Capital) Importing from unsupported data sources (e.g. Amazon) Importing from supported sources with limited integrations (e.g. Venmo, Paypal) For the situations like those above, the Import CSV Line Items workflow in the Tiller Community Solutions ad…