👉 Try it free for 15 days
Check the List of Supported Banks to see if we support yours!
BudgetSheet uses Plaid to securely connect to your financial institutions
“The great thing about having all of my account activity going into Google Sheets is that I can add more automation using custom scripts and tools like Zapier. At this point I couldn't be happier with the amount of control I have now with the help of this product.”
“I've been looking for something like this for a long time. Wanted a simple way to pull data from my bank accounts to create custom budgets and track expenses. Found Mint to be too cluttered - this was perfect. Excellent!”
“This is a very useful tool that saves a lot of time if one is trying to track accounts at several banks. Plaid is handling connections to the banks, so one can trust this add on as much as one can trust Plaid. The developer is very responsive.”
“Absolutely love this extension! It's reliable, easy to extend/customize, and way better than automated tools like Mint from Intuit. 10/10 would recommend!!”
“If you've put a lot of work into a personalized budget tracking sheet and don't want someone else defining what your charts and tables should look like, then this is the app you want. I should also mention that the developer is very responsive to questions and feedback on the product, which is reassuring if you ever have a question.”
BudgetSheet puts your financial data in any Google Sheet so you can budget your own way.
Get BudgetSheet Addon👉 Try it free for 15 days
All your financial data, automatically imported into Google Sheets, every day.
Automatically import bank transactions from all your accounts directly into Google Sheets. Transactions are fetched nightly so your spreadsheet always has the latest data — no more manual CSV exports or copy-pasting.
See live account balances for all your connected accounts — checking, savings, credit cards, and more — right inside your spreadsheet. Build custom dashboards and charts using data you trust.
Track your investment accounts alongside your everyday spending. Import holdings, balances, and transactions from brokerage accounts so you have a complete picture of your net worth in one place.
BudgetSheet doesn't force you into a rigid budget template (though we do provide some optional templates like this one). Your data lands in a plain Google Sheet — use any formula, pivot table, or chart you like. Build the budget that actually fits how you think about money.
Enable the BudgetSheet Addon in your Google account.
From a Spreadsheet, run Setup: Extensions > BudgetSheet > Setup Everything
Link your bank account(s):Extensions > BudgetSheet > Link New Account...
Import bank transactions into your spreadsheet:Extensions > BudgetSheet > Fetch Latest Bank Transactions
Enable Autofetch to fully automate fetching new bank transactions nightly
Be sure to read all the docs for more! The docs cover installation, setup, adding bank accounts, importing your bank or credit transactions, and more!
BudgetSheet does not store or handle any of your bank logins. BudgetSheet uses Plaid for all bank connections. Read the Plaid Safety Page for more information about bank security.
BudgetSheet only stores a read-only access token for all connected accounts which is necessary to retrieve bank transactions and balances. This token is encrypted at rest.
BudgetSheet uses PCI and SOC (1, 2, and 3) compliant AWS Services including AWS Lambda and RDS.
BudgetSheet does not store your transactions in our database. All transaction data passes through directly to your spreadsheet. Your spreadsheet is the source of truth for all your own bank data.
Try BudgetSheet for free for 15 days. NO credit card required. No strings attached.
Install BudgetSheet AddonAfter the 15-day free trial, BudgetSheet starts at $59 per year. If you want to upgrade to a paid plan of BudgetSheet, you can upgrade from the BudgetSheet Addon menu.
All prices are in USD.
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Google Sheets + Bank Transactions. Full control to budget your own way with your own data in your own spreadsheet.
Made by Vance Lucas of Actridge, LLC
