Tiller + YNAB Integration

Welcome @terrance :wave: !

Glad you’re enjoying Tiller for the more in depth reporting aspects and I totally hear you on missing the ability to check in on things from your phone.

One of the biggest benefits of Tiller is that it automates the data entry into a spreadsheet. AutoCat can help you categorize transactions automatically too. I wondering if just using AutoCat to automate the transaction categorization in Tiller would work well so you’re not categorizing in two places all the time?

We don’t have a direct connection to import your data from YNAB automatically. The community built and supported CSV import tool can take a transaction export CSV from YNAB and import it into your Tiller Transactions sheet. Since it’s a community built is more of an experimental workflow and not anything officially offered by Tiller.