Aggregate Finance

Switching from Tiller

Export from Tiller

  1. Open your Tiller spreadsheet and go to the Transactions sheet.
  2. In Google Sheets, choose File → Download → Comma-separated values (.csv). In Excel, choose File → Save As and pick CSV, which saves the sheet that’s open.

What Aggregate Finance imports

The columns Aggregate Finance reads from your Tiller file, and the column on your spreadsheet’s Transactions tab that each Tiller column fills. Imported rows say Imported in the Source column.

Dategoes toDate
Descriptiongoes toMerchant
Amountgoes toAmount
Money out shows as positive, as in your spreadsheet
Categorygoes toCategory
Matched to your categories. You choose any we can’t match
Notegoes toNotes
Account and Account #goes toAccount
You choose which of your accounts each one is
Full DescriptionMatching only
Used to match transactions your bank already sent
Tiller Transactions.csvYour file
,Date,Description,Category,Amount,Account,Account #,Institution,Month,Week,Transaction Id,Account Id,Check Number,Full Description,Date Added
,3/2/2026,Corner Market,Groceries,-$62.10,Everyday Checking,xxxx0021,Example Bank,3/1/2026,3/1/2026,a1f0c9e2,acct9f8e,,CORNER MARKET #0412,3/3/2026
,3/13/2026,Example Employer,Paycheck,$2850.00,Everyday Checking,xxxx0021,Example Bank,3/1/2026,3/8/2026,b2e1d0f3,acct9f8e,,EXAMPLE EMPLOYER PAYROLL,3/14/2026
Transactions tabAfter import
DateMerchantCategoryAccountAmountSource
Mar 2, 2026Corner MarketFood & drinkEveryday Checking$62.10Imported
Mar 13, 2026Example EmployerIncomeEveryday Checking-$2,850.00Imported

Then import it into Aggregate Finance

  1. Connect your banks

    Sign up and connect your banks through Plaid. We get the last 12 months of transactions from each one, and your Tiller export covers the years before that.

  2. Upload your Tiller file

    Choose Start an import on your dashboard, pick Tiller, and upload the file. We recognize Tiller’s columns, so there’s nothing to set up.

  3. Check what’s new

    Transactions your banks already sent are matched, so each one shows up once. If we’re not sure, you decide. You can remove an import later.

Get started

Tiller is a trademark of its owner. Aggregate Finance isn’t affiliated with, endorsed by or sponsored by Tiller.