Bank transactions daily only. How do I get a 30 day history?

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1

I struggled to get one of my bank accounts to download transactions. Now that the Tiller Feed is working for that account, I have received only one day’s transactions. How do I get a 30 day history like the rest of my accounts. I just started Tiller and need all transactions for the month to populate my budget.

2

@4edjennings

I think that feed process is not working completely as you should get 90 days. In the meantime, go to your bank’s online account and download the past history to a CSV file. Then, you can copy/paste that data manually into your Tiller sheet.

Blake

3

Thanks for that info. This is a work around that is labor intensive. Someone at Tiller is intervening with Yodlee to find out what happened. Hopefully they will fix it. Otherwise I will have no other option but to manually import that data. This is not a good way to begin with Tiller. I take it as a bad omen of more bugs to follow.

4

I have wellsfargo accounts - just started with Tiller and downloaded 90 days transactions without problem…however, I want to do my 2019 taxes and download the whole year…yes, I understand (and did get my CSV file) but it is an enormous job to clean up and add manually…There is a wellfargo dialog to upload transactions but you specify a date range (that’s how I got my years transactions in a CSV file) …Tiller not presenting that dialog for interaction so it appears that automation not possible here…hymmm

5

Where is help video or FAQ regarding how to exactly format CSV file for compatible paste… I did see it
once but cant find it again - searching hasnt found it - I kkep getting error message when I try to paste - looks like column widths have to match - this is daunting!

6

@retsurg

Cheers,

Blake

7

Just to share my experience - I had to go through the download CSV route and it was a good amount of work, but mostly doable.

The problem came with CITIBANK ONLINE - their CSV file had errors. Blatant errors showing up as duplicate transactions and when reached their technical support, they said YES WE KNOW THE ISSUES WITH CSV DOWNLOADS - THE SUGGESTED PATH IS TO USE QUICKEN OR QUICKBOOKS DOWNLOAD INSTEAD. Couldn’t believe it. I wish Citibank just didn’t have the option at all instead of having broken system made available to customers and making them deal with the fallout.

I tried QFX and OFX downloads and convert them to CSV - there are a few Python scripts on GitHub - but that also had the same errors - didn’t bother calling them back again.

Finally - what worked for me is

  1. Open Citibank online page showing all the transactions in browser, and just plain and simple select and copy the webpage content

  2. Paste it into excel => interestingly each transaction with 4 columns got copied as 4 rows of single column. So essentially I had a very long column with 4 rows of data representing one record.

  3. In Excel, you can apply a formula to transpose every n rows from one column to multiple columns

     =INDEX($A:$A,ROW(A1)*4-4+COLUMN(A1)))

 See https://www.extendoffice.com/documents/excel/3360-excel-transpose-every-5-rows.html

  4. Did the needed cleanup and get the data aligned to expected Tiller columns and added the data.

It was indeed some work to be done and prone to errors.