Hello, started my trial account today. I linked my credit card account and started creating categories. All is working so far but I’d like to go back several years.
I’ve read up on multiple CSV discussions but I can’t find the best solution or if there is a trick to automatically import more data than the 30-90(?) day.
If someone could point me in the right direction that would be great.
Welcome. No tricks, unfortunately. 90 days is about the most history that you can generally expect to get automatically imported.
Thanks, is there a best known method for manually importing the data from a CSV that I can download?
Might this be it? (basic bank CSV)
I’m going to leave that question to others. I’ve never done a big CSV import. It’s a much-discussed process, so hopefully, some others have advice.
@rgbaldwinjr welcome!
The recommended “Tiller” way is to use a manual copy/paste method. It goes pretty quick once you’ve done it at least once.
You can use a community option and we reference three in this section of a different help article:
I personally use the Simple CSV Import Workflow (for Unsupported Data Sources) option but it’s a bit more technical to set up but is nice if you have an ongoing need to manually import.
4 Likes
I do this process often as I set Tiller up for a new client. I would do the copy/paste method as Heather suggests. The thing I wanted to add though is that realistically the maximum amount of old data you can easily get your hands on is usually 24 months. As you go in to download your data from your banks and credit card companies, you will find that the data export is usually capped at 24 months. You can access older transaction data via statements, but these are almost always PDFs, and though you can convert .pdf to .xlsx with Adobe Acrobat, the resulting spreadsheets often require so much clean up and manipulation that I sometimes think it would be faster to just manually transcribe off the .pdf statement. Of course, maybe you have downloaded the data previously, or you had Mint and saved your Mint data, and in that case, you have easy access to older data in the right format, but if you’re starting now to collect the data, I would say to target doing 2023 and 2024 in full, and know that you will need to manually transcribe some of your January 2023 transactions. Good luck! It will be a long slog but worth it in the end!
1 Like