# Import CSV line items instructions confuse me

**URL:** <https://community.tiller.com/t/import-csv-line-items-instructions-confuse-me/23732>\
**Category:** Ask Anything\
**Created:** [February 7, 2024, 7:21am UTC](https://community.tiller.com/t/import-csv-line-items-instructions-confuse-me/23732 "2024-02-07T07:21:49Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![cogreg](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/cogreg/32/7002_2.png) [@cogreg](https://community.tiller.com/u/cogreg)\
**Post date:** [February 7, 2024, 7:21am UTC](https://community.tiller.com/t/import-csv-line-items-instructions-confuse-me/23732/1 "2024-02-07T07:21:50Z")

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Hello Tiller Community. I hope you’re doing all right these days.

The instructions under Extensions/Tiller Community Solutions/Import CSV Line Items are as follow.  
**1.** Export a CSV from your bank  
2. Make a copy of the [Basic Bank Import Template](https://docs.google.com/spreadsheets/d/1Maib2OpvAMbDjaFO7V74q_bKCIK6ntayI7U87I0b-1E/)  
3. Reformat columns/headers of the CSV export to match the template ([instructions](https://community.tiller.com/t/how-to-import-csv-line-items-with-the-tiller-labs-add-on/2512#basic-bank-csv))  
**4.** Export the data from Google Sheets using File / Download / Comma-separated values  
5. Upload the CSV file below

About **step 1** - Should I download the CSV file from my financial institution to my computer and then upload that file to Google Drive?

About **step 4** - Where should I export the data from Google Sheets to?

Thank you.

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**Author:** ![randy](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/randy/32/16_2.png) [@randy](https://community.tiller.com/u/randy)\
**Post date:** [February 13, 2024, 1:19am UTC](https://community.tiller.com/t/import-csv-line-items-instructions-confuse-me/23732/2 "2024-02-13T01:19:05Z")

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I can see how that is a little unclear, @cogreg.

Download the CSV from your financial institution. Then, I would use the File/Import workflow to insert it as a new (temporary) sheet in your spreadsheet.

![image](https://us1.discourse-cdn.com/flex020/uploads/tillermoney/original/3X/5/0/5050a9f9eb33d50fa826379b8ae1e05bbd68d038.png)

I would export/download it to your local hard drive (after matching up the column format) and then upload it in the CSV sidebar when prompted.

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<div class="post-metadata">

**Author:** ![cogreg](https://sea2.discourse-cdn.com/flex020/user_avatar/community.tiller.com/cogreg/32/7002_2.png) [@cogreg](https://community.tiller.com/u/cogreg)\
**Post date:** [February 13, 2024, 1:40am UTC](https://community.tiller.com/t/import-csv-line-items-instructions-confuse-me/23732/3 "2024-02-13T01:40:14Z")

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Whoa! That’s great news! I had figured out that I needed to download and then upload the CSV file, but I did not know I could upload via my Google sheets budget itself. Ha ha, I’ve been uploading the CSV to Google drive, manipulating it as a separate and new Google sheet, and then copy-pasting it into the Tiller transactions sheet.

I shall mend my ways.

Thank you.