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!)
Glad you enjoyed the template :slightly_smiling_face: could you tell me what you mean by isn’t working? It should give you a the different elements you need to but you still need to update it to match your process (your API key, airtable base, tiller sheet etc.)
I added the different resources in the post on top as well!