I’ve been working on getting all of the transactions from various accounts (different credit cards, debit, investments) into one base for YEARS. Up until now, it’s been a series of monthly CSV imports (using CSV import block) which was a huge pain. Frankly, most months I’d give up and not do it.
That is until I discovered TillerMoney and Parabola. Tillermoney imports all of my transactions into a spreadsheet and Parabola lets me setup a nightly runs to sync transactions between the Tillermoney sheet and my airtable base. From there, I can easily map each transaction to a category using a linked record on the vendor (working on standardizing vendor names with a script!)
A few Qs that I expect to come up:
- Why not use the sheet? I work at Airtable so it would be awkward… more seriously, mapping vendors to a category is a pain.
- Why not use Mint or another tracking app? They never quite offered the level of granularity I wanted and I like overengineering things
All of the resources are here:
- Airtable template is here
- Parabola recipe is here
- If you want to learn Airtable, we run daily webinars at airtable.com/webinars (say hi if you join!)
Let me know if this useful to you or if you have any qs!