Just setting everything up for the first time. It looks like the only account of mine that’s not supported is Venmo Credit Card. I’m trying to figure out how to include this in my data, but it doesn’t look easy. Venmo Credit Card has the worst interface on their end to begin with (only accessible through the app, no way to get CSV reports), so right now it looks like I would need to add it as a Manual Account and then add each transaction as a Manual Transaction.
Venmo is a pain, while i dont have a card from them I’m sure theyll have statements for it as well. They do offer a csv, you just have to access the web version from a computer in order to have the option for statements. Now as far as getting from csv to your tiller spreadsheet, that may create some duplicates where your bank transfers are coming through so just pay attention to that.
I am talking about the Venmo Credit Card specifically. They do not offer a CSV and there is no web version to access from a computer, it is only through the app. The only available statements are PDFs that look like what you’d get in the mail if you had paper statements.
I should be able to, I’m familiar enough with excel and text-to-columns if something needs to be done. Which will help with past statements, but if I want to keep it up to date I’ll still have to do each transaction manually, or wait for the end of the cycle and then do the whole pdf to csv to import thing manually.
It’s disappointing that it’s not supported, but I suspect it’s a Venmo issue, not a Tiller issue.
@Ryanxiety we are sorry to hear there is no easy way to get your data in CSV . Hopefully whatever workaround you can do, doing it once a cycle seems reasonable.
Unfortunately I gave up and cancelled my trial. I may try it again in the future, but without support for one of my major cards I decided it wasn’t worth the money and effort.
Best I can tell, there are two methods to get Venmo Credit Card transactions into your spreadsheet, and neither are fun. This is assuming your doing your Tiller stuff on a computer like I do, not sure how it works on a phone.
Method 1, monthly. Go into the venmo app on your phone, go to the Card section, click on the Statements (an unlabeled icon next to the Search transactions button), choose the previous months statement, hit the download icon in the upper right, get a PDF file you send to your computer, copy and paste the text from the PDF file into a fresh Google Sheet or Excel file. It usually recognizes formatting well enough, but you may need to manually adjust it or even use Text To Columns tool. Then you can follow the instructions on How to Manually Import Your Bank Data | Tiller Help Center. I would check out the section on formatting data first after copy and pasting the text, that may make things more straightforward.
Method 2, more frequently. Again, go into your Venmo app on your phone, go to the card section, scroll down to the transaction list. From there you would just need to follow the instructions on Using the Manual Transaction tool in Tiller Money Feeds | Tiller Help Center and manually add each transaction. You may need to add the account manually first, but I think that would be done by Method 1.
Hi, I opened a similar topic a while back. Still no support and like the prevous user mentioned, it is quite cumbersome to convert Venmo’s txn to csv
Anyway to talk Yodlee into expediting this integration?
Not that I know of. Since it’s already in beta that means they’ve began to build it out. It’s possible Yodlee is running into the same obstacles grabbing the transactions which is why the connection to credit cards still isn’t fully supported.