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Track your finances in Airtable with Parabola and Tillermoney

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Hi folks,

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!)

Here’s a quick video on how I’ve set everything up including the Parabola run and a template base to...

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 :slightly_smiling_face:

All of the resources are here:

Let me know if this useful to you or if you have any qs!

3 Replies 3

Hi Aron. This looks awesome! thanks!

FYI, the parabola recipe link that you shared here: https://community.tillerhq.com/t/tiller-budget-in-airtable/4387 isn’t working

could you please share a correct link?

thanks

Hi Jack!

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!

Let me know!

ignore. actually it is working. thanks!