There are likely two values at the bottom of the amounts column that correspond to inflows and outflows, and no other transaction data, which you can simply clear. Scroll to the bottom of the Transactions list and clear the inflows and outflows data.
Click the row number starting with row 1, press and hold the shift key, then right click row number 6 and then choose “Delete rows 1-6”Ħ. In our example below we’re removing rows 1 through 6. Remove the extra rows that Quicken adds to the top of the export. Select "Any Status" or pick the status you want to import.ĥ. Don’t include any accounts that you don’t plan to include in your Tiller spreadsheets. This help article explains how you can rename accounts on the Tiller Console. To make the cleanup steps easier later we recommend you use the same account names in your Tiller Console that you already used in Quicken. Select "All Accounts" or just the accounts you want to import. We recommend that you choose an end date from Quicken that corresponds to just before Tiller was able to bring in your data, to prevent duplicate Transactions from being added into your sheet.Ĭreate a spreadsheet on the Tiller Console to verify how much data Tiller can pull. Tiller can automatically pull up to three months worth of transaction data from most institutions.
Select "All Dates" or set the dates you want to import. Above the transactions list, confirm these transaction detail settings:Select "Transactions" to export all transactions instead of "Spending" or "Income" only. Read more about Tiller’s automated and supported columns here.Ĥ. With Tiller you can customize your Transactions register by adding extra custom columns. Put a check next to any additional columns you want in your Tiller spreadsheet.
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