Bank Transaction Import & Sync
Import and sync live checking, savings, and credit card transactions from 10,000+ banks into Google Sheets.
Learn more →BudgetSheet Features
Live banking data in Google Sheets. Import transactions, track balances, categorize spending, and monitor investments in a spreadsheet you own.
Install BudgetSheetBudgetSheet is a Google Sheets add-on that connects to your banks through Plaid and writes data directly into your spreadsheet. Pick the features you need, or use them all together for a complete personal finance workbook.
Autofetch: Nightly Automatic Imports
Wake up to fresh bank transactions and balances every morning. Autofetch runs on a daily schedule inside Google Sheets.
Learn more →CSV Transaction Import
Upload bank or credit card CSV exports and map columns automatically. Perfect for accounts without Plaid or historical data.
Learn more →Auto-Categorization & Custom Rules
Transactions arrive pre-categorized. Define match patterns and mapping rules in BSA_Categories to fit your budget.
Learn more →Balance Tracking Over Time
Record account balances by date in BSA_Balances. Build running totals, net worth charts, and cross-account dashboards.
Learn more →Investment Portfolio Tracking
Import brokerage holdings and investment transactions into Google Sheets with live GOOGLEFINANCE prices.
Learn more →Not sure where to start? Install BudgetSheet and try a 15-day free trial with one linked bank account. No credit card required.
Install BudgetSheet Addon
