Overview
A standalone web service (open source!) that I am building to easily drill into and explore the information trapped in my Tiller spreadsheet. Sometimes Google Sheets is just too slow, or you’re worried about accidently making changes when your really just trying to investigate your habits and gain insight into your own spending.
This is a Read Only application that imports your transactions (locally in the browser only) and lets you explore them.
Installation
That’s the best part! There is basically no installation. You can fork your own version and with just a couple easy steps have your own version running! Full installation notes provided on the GitHub repo. I really tried to make it as beginner friendly as possible for the widest accessibility.
You can try out my instance currently running on GitHub Pages:
Thanks @Darin for the GitHub Actions add-on!
Setup
All you need to do is export your transactions sheet as a CSV and upload it to the page.
Usage
I plan to use this tool during my regular financial reviews to make it easier to QUICKLY drill down into my spending and see what happened without any fear of hurting anything or making unwanted changes.
Category Naming Conventions
I have designed this tool to support 1 or 2 tier categories at the moment: (3+ is planned)
Food - RestaurantsFood - Fast FoodRent
Transactions with hyphenated categories will show up first under the parent category of Food with automatic sub categories of Restaurants and Fast Food showing up under it. They must be separated with a hyphen (not em-dashes) to be recognized as a new tier.
Non-tiered categories like Rent can be used at the same time as tiered categories.
Security Implications
IF YOU USE A SHARED BROWSER - Other people who share your browser LOCALLY will be able to see your imported data unless you remove it!
After using the app, you can use the app’s built in delete functions or you can clear your browser cache / site data for the site before you get up.
Permissions
Ya! clone it, fork it, steal it, borrow it, return it dirty, whatever you want.
If you want to contribute to it let me know and we’ll set something up. (this is my first real coding project with potential for contributors)
Notes
Anything else you’d like people to know?
This is a work in progress and there are bound to be bugs. For example, I have not tested it in all ways it can fail, so I’m sure there are a handful of way to break the logic. If you find a break, let me know and I’ll do what I can to fix it.
FAQ
Does it Work with Excel?
It should. There should be no reason for it not to work. When I have a confirmation of Excel compatibility, I’ll update it here.
Does it work with my Groups in Tiller?
No, unfortunately it will not. The groups information is stored elsewhere in your Tiller Sheet and is not exported with the transactions. Therefore it cannot be read by the data visualizer.
How does it work?
It reads your exported CSV file and looks for specific column names that happen to match Tiller’s naming structure then imports it all into your browser’s built in database storage. (browser data)
Is it Secure?
It’s as secure as your device is before you used it. All your data is stored as browser data in your device’s browser and never touches the internet. For full OPSEC, you should clear your browser data after analysis so that the only location your personal data is stored is that exported CSV and your secured Tiller Sheet.
