Import & Sync Bank Transactions into Google Sheets
Pull live transactions from all your linked accounts into a spreadsheet you own, and keep them up to date with incremental sync.
BudgetSheet connects to your banks through Plaid and writes transactions directly into your Google Sheet. Fetch a date range when you need a catch-up, or run Sync to add, update, and remove changes since your last import. Every row lands in BSA_Transactions with clean Business names and full statement Descriptions, ready for pivot tables, formulas, or whatever budget you build.
Why import bank transactions into a spreadsheet?
Spreadsheets give you full control over how you view and analyze money. BudgetSheet removes the tedious part of logging into each bank, exporting CSV files, and copy-pasting rows by piping live data straight into Google Sheets.
- Import from checking, savings, credit cards, and more via Plaid
- Sync only what changed since your last run: adds, updates, and removals
- Pending transactions update in place when they settle
- Smart deduplication prevents duplicate rows on reconnects
- Business and Description columns give you both friendly merchant names and full statement text
Fetch vs. Sync
Use Fetch when you want transactions for a specific date range. It works well for first-time imports or catching up after a break. Use Sync for day-to-day maintenance: it pulls incremental changes from Plaid so your sheet stays current without re-importing everything.
How It Works
- Step 1: Install BudgetSheet and run Setup to create the BSA_Transactions sheet in your spreadsheet.
- Step 2: Link your bank accounts through Plaid from the BudgetSheet sidebar.
- Step 3: Run Fetch for a date range, or Sync to pull incremental changes since your last import.
- Step 4: Optionally enable Autofetch to run imports automatically every night.
Frequently Asked Questions
- Can BudgetSheet import credit card transactions into Google Sheets?
- Yes. BudgetSheet imports transactions from credit cards, checking accounts, savings accounts, and other account types supported by Plaid. All transactions go into your BSA_Transactions sheet.
- What is the difference between Fetch and Sync?
- Fetch imports transactions for a date range you choose. Sync uses Plaid incremental sync to add, update, and remove transactions since your last sync, which keeps your sheet current without re-downloading full history.
- Does BudgetSheet store my transactions on its servers?
- No. Transaction data passes through to your Google Sheet. Your spreadsheet is the source of truth, and BudgetSheet does not keep a copy of your banking data in its database.
- How does BudgetSheet prevent duplicate transactions?
- Each row gets a TransactionID that tracks the source ID and a content fingerprint. When you reconnect an account or re-import, BudgetSheet skips rows that already exist on your sheet.
Related Resources
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