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. 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. In this example, we’ll use the “Payee/Security” column.ģ. Description or Payee/Security – use the field where you put the transaction description.Make sure all the following required columns are active in your transactions registerDate A pop up will appear and active columns have a check mark next to them. Right-click in the column name row to show which columns are active in your Quicken transactions register. ![]() Get your Transaction register columns set up. Open Quicken and select all “All Transactions”.Ģ. Export Your Quicken Transaction Data to a CSVġ. ![]() This example uses Quicken Premier 2018 for the Mac, but you’d use similar steps for any version.
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