Hi all, curious if anyone has found a tool that can sync all money institution account / borrowing card / capital account / venmo transactions into one consolidated spreadsheet.
I'm literally just looking for one spreadsheet that's effectively a combination of a CSV export from all of my accounts, including Venmo. I'm really good with spreadsheets so I prefer to make all the reporting & budgeting myself — I just need raw data pulled in.
I was able to set this up with Tiller almost perfectly to my needs, but I noticed Tiller routinely just misses a bunch of transactions, especially from my enterprise account (Mercury). Maybe 30% of my transactions just don't get synced at all, and it's too cumbersome to manually figure out what was missed.
I'm basically looking for a version of Tiller's sync without all the reports. I make my own reports anyway, and I deleted all of their out of the box ones and just keep the transaction sync functionality.
Is the only option to do this manually? Or is there any consolidation tool that doesn't miss transactions?
Non spreadsheet tooling (Monarch, Simplifi, etc.) don't work well for my purposes because I own 100% of my enterprise and I want to be able to cleanly model out enterprise vs. personal expenditures, as well as distribution flows between the two.