Import your bank transactions into Google Sheets™, auto-categorised and ready to budget. Track spending, set budgets, and see what's left to sort—all in your own spreadsheet.
정보 업데이트:2026년 7월 13일
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개요
Take control of your finances with Ankobi, the simplest way to connect your bank accounts directly to Google Sheets™.
No manual downloads, no messy CSVs—just clean, automatically categorised transaction data delivered straight into your spreadsheet, ready to budget with.


Key Benefits:
- Save hours every week: Import transactions in a click and let Ankobi categorise them for you.
- Less manual sorting: Smart auto-categorisation learns from how you've categorised before and from your bank's own categories, so most transactions arrive already sorted.
- Always know what's left to do: An "Uncategorised" total shows at a glance whether your budget is up to date.
- Stay ahead of your bills: See which regular payments haven't come out yet this month and whether each category is on track or heading over budget.
- Total flexibility: It's your own Google Sheet™—build dashboards, charts, and formulas your way.
- Bank-level security: Your data is protected using industry standard encryption.


Features:
1. Connect your bank accounts and credit cards (via Akahu in NZ), with support for all major NZ banks.
2. One-click transaction imports into Google Sheets™—your Budget and Upcoming Expenses tabs refresh automatically after each import.
3. Smart auto-categorisation: Ankobi reuses your past categorisations for similar transactions and maps your bank's categories to yours. Auto-filled cells are gently highlighted so you can review them, and the highlight clears once you've checked them.
4. Simple, customisable categories: Start with a handful of common categories and add your own—Ankobi adapts as you go.
5. Budget tab: Track each category's spend per month against the targets you set, with income, expenses, net, and an "Uncategorised (to do)" indicator so nothing slips through.
6. Upcoming Expenses & Budget Risk tab: Surfaces regular bills not yet paid this month and projects whether each category will stay within budget.
7. Works seamlessly with existing Sheets features and add-ons.


Use Cases:
- Personal finance: Track daily spending, budget for bills, and see whether you're on track before month end.
- Small business: Import and reconcile bank transactions alongside invoices and expenses.
- Teams & households: Share a live sheet for joint budgets or group projects.
- Advanced users: Build dashboards, automate reporting, or integrate with other tools.


Security & Privacy:
- Your banking credentials are never stored on Ankobi servers.
- Data is encrypted in transit and at rest using bank-grade security.
- You stay in control: revoke access to accounts or delete your data at any time.
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