I did a search of the community and if there is a solution that works for downloading a batch of transactions I did not understand what I found.
The objective is get a text file list of transactions so that I can at least somehow merge into Tiller MS Excel so that I can break out a massive “shopping” category into at least “groceries,” and “shopping.”
No idea how this would work anyway because my ccard has some variation of “amazon” in the description - so I would have to add a keyword like, “groceries,” into the description.
I use the Amazon Order History Reporter browser extension as mentioned here:
Not a fully automated solution, but if you keep up with it weekly, it’s not too bad. I run the report to create an excel file then compare Amazon transactions manually in the transaction tab (I use the Excel version of Tiller). It’s a bit tedious particular dealing with partial returns but it’s manageable.
We use Whole Foods for a while. There is a distinction in the transaction distinction you can use to cue autocat. On mine, the transaction description reads Amazon Mark for Whole Foods purchases.
To just separate groceries from non-groceries purchased via Amazon, I’d suggest having two cards connected to your Amazon account, and then use one card for groceries only, and use the other card for non-groceries only, then make a Tiller AutoCat rule to have Amazon + grocery card categorize to groceries, and another rule to have Amazon + non-grocery card categorize to non-groceries. This will help going forward only obviously. To clean up past transactions, I think the fastest would be to look through your Amazon order history and note the dates and amounts of the grocery items and manually adjust those ones to the grocery category.
@ghsubs1, if you feel comfortable emailing me your text file I am working on using Google Gemini to read receipts and add to the spreadsheet. I’d love some different sample times to experiment with. If you can edit the file, change the names and prices so it’s not real data.
