Automatically import bank transactions

[Derek_Clark]

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

[Jonathan_Nemarg]

For those of you that used Tiller, how did you get it to work with Zapier? Tiller prepends new entries and Zapier checks for new appended entries in Google Sheets.

[Festival_Camper]

Was wondering about a similar idea, but perhaps the right solution would be for Yodlee to integrate with Zapier.

[Kelly_Garvy]

Late reply, but I also hooked up my tillerhq transactions to airtable through zapier, but having an issue and i’m wondering how you solved it.

Zapier gets new rows from the bottom of the spreadsheet, but tillerhq adds new transactions to the top, so I’m just sending old transactions into my airtable. I asked tillerhq and they said that they dont have a way to change this sort, and it doesn’t look like you can change where zapier gets the transactions from (or at least if you can I haven’t figured it out).

How did you solve that?

[Mendy_Schlanger]

How did you get it from sheets with Zapier?

[Tim_Roth]

Zapier

Create Airtable records from new or updated Google Sheets spreadsheet rows

If you need to copy and paste information from one platform to another, we know how you feel. (Not good.) The solution is in this integration. Set this up, and each time a new row appears in your Goo...

[Taylor_Facen]

I know this was posted awhile go, but just in case you’re still looking for a solution, Finta syncs account balances and transactions straight into Airtable. There’s no need to set up Zapier or Tiller. I would love it if you could check it out! https://finta.io

[fintable]

I built Fintable to solve this exact problem! Fintable syncs bank transactions directly to Airtable - just paste in your Airtable API key on our dashboard, and connect your bank accounts via Plaid or Finicity (in the United States or Canada) or via TrueLayer (in the UK or Europe). See: https://fintable.io

Right now it’s pretty bare bones - we just sync transactions and balances and leave the customization of the Airtable base up to you smart folks. Still, I’m looking for more templates and ideas of how to display the data in more useful ways.

I would love to hear more from you folks about your particular use cases, suggestions, etc. just shoot me a PM here or on Twitter. https://twitter.com/fintable_

Isa

[KENNEDY_MUNGOLE]

Hello I want to transfer the money to my person account what can I Do?

[jord8on]

I’ve been using this tool from @Taylor_Facen and can vouch for it! This is exactly what we were looking for!! THANK YOU for creating this great service! :tada: