Has anyone found a clever way to import bank transactions that are easy to integrate with Grist? Currently i have a couple of projects that i’m doing it manually. For my personal finances its pretty easy to manually import because its coming from one bank and the import is straight forward. For my business finances its much trickier. Im downloading CSV’s from a combination of banks and credit card companies. Some offer csv and some dont. Each format is a bit different so, i have separate tables for each import and then i have a multiplication factor as some show as negative amounts and some are positive. Anyhow im leaning for trying Tiller to get it all into one spreadsheet then csv export. Any other suggestions?
If those companies integrate with Zapier or some other integrator service that also integrates with Grist, you could send data that way. We have a list of integrator services that link with Grist here: Integrator services - Grist Help Center
yea, i guess this was more of a third party solution question. I have gone through and setup my accounts in tiller. next step will be to use Zapier to update the rows to grist. thanks!