Virtual assistant to import manual transactions from external accounts and categorize all transactions

Hi @Pierre - before deciding to hire a VA for help, I’d recommend reviewing the community-supported automation options for the CSV to save you some time.

The Tiller Community Solutions add-on

This community-supported add-on offers a few community built tools for importing data from other tools (Mint, Personal Capital, YNAB, and more).

Use the Basic Bank CSV option to build a workflow for your bank’s CSV format. You can also record a macro to easily re-format your bank’s CSV format for use with this basic bank CSV.

Simple CSV Import

There are more steps to setting this one up, and it will require you to add a custom bound script to your spreadsheet, but it is by far the most flexible option for more easily creating a re-usable mapping for various bank CSVs.

CSV Spreadsheet Importer Multi-tool

No scripts required. This in-sheet option transforms your data in the spreadsheet and gives you some options for making sure you don’t import transactions a second time.

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