Track your finances in Airtable with Parabola and Tillermoney

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 start from

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:

• 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!