What is the goal of your workflow? What problem does it solve, or how does it help you?
I organize my life in Airtable (and work there!). I’ve been looking for a way to track my finances in Airtable forever! My budgeting process used to consist of manual and painful CSV uploads on a monthly basis which I’d always neglect to do. That is, until I discovered Tiller!
Even with Tiller, I wanted to a way to track my finances in Airtable without having to resort to manually copy pasting transaction from the spreadsheet to Airtable. So I used a second tool – parabola.io – that is a no-code tool that can sync the spreadsheet with Airtable.
I’ll provide more context below but you can watch a quick video where I explain the whole process here on my Automate All the Things Youtube channel.
How did you come up with the idea for your workflow?
I was searching for a way to automatically track all my transactions in Airtable without having to write a lot of custom code or integrate with Plaid.
Please describe your workflow. What are the sheets? Does it use any custom scripts or formulas?
Airtable is at it’s core a relation database so I created base (template here) with three tables: transactions, vendors and balances.
Transactions contain, well, transactions They’re basically imported every night from Tiller.
Vendors lets me categorize each transactions (this is the relational database part of the build). Everytime an existing vendor has a new transaction, it creates a link between the vendor and the transaction which autocategorizes the transaction. It also lets me visualize how much I spend at vendors (and per category) using blocks.
Finally, I import daily account balances into a third sheet.
All of the syncing between the Tiller sheet and Airtable is done using Parabola. Parabola “imports” both data sources at a specified daily time and drop all existing transactions and then lets me send new transactions to Airtable. I explain this process in more detail here.
Anything else you’d like people to know?
There’s a few things I’m working on improving:
- Some vendors change their name on transactions (adding date for instance) so I’m working on a script to automatically mapping those
- Getting daily balances is a little bit of a struggle since they don’t all come on the same day
Is it ok for others to copy, use, and modify your workflow?
If you said yes above, please make a copy of your workflow and share the copy’s URL:
Here is everything you need
- Airtable template is here
- Parabola recipe is here
- If you want to learn Airtable, we run daily webinars at airtable.com/webinars (say hi if you join!)
- I also have a free course on Airtable here
Let me know if you have any Qs!