Automatically import bank transactions


#1

I use Airtable to help manage my personal & business accounting needs (instead of a dedicated accounting software like Mint, QuickBooks, or Wave) because I have full customization of the platform.

The biggest trouble with using Airtable to track my finances is that I have to manually enter each “transaction.” If Airtable used a 3rd party service like Yodlee to allow users to import their bank transactions automatically it would a very useful feature.

At that point, the only other feature Airtable would need to truly make it a fully customizable alternative to Mint or QuickBooks would be “reporting tools” but somebody already made that feature request.

Other than the lack of reporting tools, The


#2

I pay 5/month for a service called tillerhq.com that imports all my transactions into a google sheet. From there I use zapier to get them into airtable.

Late reply, but hope it helps if you haven’t found a solution.


#3

Thanks Tim!

I’ll certainly check out tillerhq. I’ve been using the debit card from Square Cash recently to solve this problem (bc it allows you to get email/sms alerts which I can easily add to Airtable) but It sounds like tillerhq would make it easier to work with traditional banks. :+1:


#4

Hey @Tim_Roth et al,

I also stumbled upon TillerHQ from some other forum threads. I’m wondering if there are any other hacks out there to monitor bank transactions and use Zapier or IFTTT to automagically set up an active sync between bank transactions and airtable?


#5

Is the goal to automatically import bank transactions into airtable?


#6

Yes that’s what I’m going for. I racked my brain for quite some time trying to find a some hack to make it work, for free.


#7

3 accounts/services or just 1-3?

If 1-3 and you insist on doing it for free, I’d just import the .csv from my bank at some predetermined frequency.

If >3, I spent a lot of time down this rabbit hole and would gladly pay $5/month from tiller to get that time back.


#8

You know… that’s the impression I’ve been getting as well.

Just signed up ツ


#9

Use Buxfer simple and easy