Hello All, I am thinking to move away from YNAB and over to TIller. My bank accounts are in Switzerland (CHF currency). My investment accounts are with Fidelity in USA currency. Does Tiller allow for direct importing from Swiss based accounts (UBS or Credit Suisse)? If not, is there a standard C…

Exploratory questions

Mark.S January 14, 2024, 10:13pm 3

Consider the Basic Bank CSV workflow.

Yes, using AutoCat.