New to Tiller and looking for some community wisdom.
I use halocard for managing multiple (30+) virtual credit cards, each dedicated to a specific vendor or type of spend. I’d like to track all these transactions in Tiller but Halocard doesn’t seem to be available to connect via Plaid.
So is it possible to have one Halocard master account that I fund, then create separate virtual cards for category (streaming, business software, etc) and merchant (Amazon, Walmart, Microsoft etc) spend? Each virtual card has its own card number and I enforce spend limits in Halocard so I have tight control over each category.
I found a thread about virtual card transactions with privacy that prefaces each transaction with an identifier “PRIVACY”, but I fund my Halocard account globally with an ACH (could in theory use an everyday or business card for rewards), and the virtual cards pull from that balance.
I also read about CSV imports for unsupported institutions like Apple Card, which seems like it might be my only option, but with 30+ active virtual cards, that’s a lot of manual work.
So my questions would be:
Is there a process to manually import transaction data and preserves the virtual card identifiers (so I could potentially run AutoCat rules)?
Has anyone built a workflow to manage high-volume CSV imports from multiple card accounts efficiently?
This is new to me so I probably wouldn’t be much help (I had to Google what halocard even was and you’ve peaked my interest in this a bit.) but my thoughts on this would I would imagine the csv that you would be able to get from halocard should differentiate the account or account number somehow. If that’s the case then you should be able to select these as different accounts when importing the csv into Tiller. You would need to have them set up similarly in your tiller sheet prior to import for this to work accurately. See this help article for the step by step if you’re unfamiliar with the fairly new process.
Quite a few assumptions in my reply but hopefully this will get you started on the right track.
The link was very helpful. Yes, the csv has a column with the last 4 digits of the card number and subsequent columns with all associated transaction data. So it sounds like each Halocard virtual card would form its own Account and all transactions would be recorded against each account?
This should work, although the only complication would be that we use virtual cards for specific merchants so each Account basically becomes an account of spend by mercahnt. If we change the virtual card number (in the event the card details are compromised for example), could we assign the transaction data from the new virtual card number to the same, existing Account?
hi @djtau I’m not clear on your follow up question. Is that simply a “new card” scenario? So you’re wondering how you would consolidate old and new data?
