Getting historical bank tranaction

[ptcontroller17]

Hi,

I’m brand new to Tiller and have my new Tiller Foundation Template in Excel. I have my bank transactions back to March, 2024. I’d like to get historical data, at least back to Jan 1, 2024. Is there a way to do this?

[Mark.S]

Check out the Manually Add Data to Your Tiller Spreadsheet help article.

[ptcontroller17]

Thanks. That was the push in the right direction I needed.