Hi. I manually imported my bank data according to these instructions. However my insights and dashboards tabs, are missing data and tables of the transactions. Please see the attached. What am I doing wrong or how can I fix this? Thanks!
The data that I’m referring to on the first sheet, is the first Columns data!
Ok. I just figured it out. The headers were correct, but the formatting of the pasted data was slightly off. In the First Date column, the format has to be like 9/29/19 3:00:00 and not 9/29/19. FYI!
Hi I’m using the foundation template and added manually all my transactions for 2018 for all my accounts but the insights tab is not updating or showing me anything? I didn’t link any accounts to this sheet so I didn’t add the account ID or institution and other columns. Do I need to add those for the insights sheet to analyze? The columns I have is Date Description Category Amount.
Hey @Koorius_G,
Most of the Insights sheet data is independent of the Balance History or Accounts sheets. The Account information only matters in the top-3 balances section or if you are using the Account filter in the Transaction Analyzer.
Are you using a custom date range in the Transaction Analyzer to query the 2018 data?
How did you move over the data? Manual copy/paste or via the Tiller Labs importer?
Randy