Link Your Bank Accounts

You can link your bank and credit accounts via the menu item Extensions > BudgetSheet > Link New Bank Account

This will popup a modal dialog for you to connect your bank account(s).

Link New Bank Account dialog
Link New Bank Account dialog

Bank accounts are connected with and managed by Plaid. BudgetSheet does not handle or store any sensitive banking credentials.

After at least one bank account is linked, you can import bank transactions.

  • BudgetSheet Icon
  • BudgetSheet

    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