A Google Sheets™ add-in that imports your bank transactions automatically.
Listing updated:September 26, 2024
Works with:
1K+
Overview
Nobody wants to download .csv files from their bank just to manage them in a Spreadsheet. And, budgeting Apps are cool, but there's just not any flexibility to manage your transactions exactly how you'd like. Enter... BankToSheets™!

A Google Sheets™ add-in that will sync your bank transactions to Sheets™ automatically. BankToSheets™ connects to your financial Institution through Plaid™ - the leader in Secure Bank Connectivity. Plaid™ supports over 10 thousand institutions.

Spreadsheets provide the infinite flexibility to manage your finances:
- Budgeting
- Tracking and Categorizing expenses
- Reconciling business transactions
- Tracking your Net Worth
- and whatever else you can image with a spreadsheet :)

With BankToSheets™, you can configure your Sheets™ however you'd like. You can connect to all your institutions in one sheet, or separate/organize them into multiple different Sheets™. Your connections can be used as much as you like, and all your accounts for the connection come with it. Transactions and Balances will sync multiple times a day, with no limit.

BTS can be used a couple of different ways:
1 - From Scratch
By default, BTS will create the basic tabs of information in your spreadsheet. A tab for your transactions, and a tab to keep track of your balances. With this raw data, you can customize and build out your file with charts, pivot tables, and however else you'd like.
2 - From a Template
BTS offers a powerful budgeting and reporting template to get started. With user's input and suggestions, it will keep getting better!
All that's required is to copy a new blank template, and open the BTS add-in to start syncing your transactions.

BankToSheets™ is free to get started - no Credit Card required. Use it for a few days for free just to see how easy and handy it is to have your transactions into a spreadsheet automatically!

I'm Adam, and I created this add-in because I've tried every other solution I could find on the web. Some are way too expensive, some aren't supported or don't work very well, and even the most popular ones have poor bank connectivity issues, and you frequently have to refresh your connection. BankToSheets™ solves these problems, and it keeps getting better by user submitted ideas!

What about privacy and security?

BankToSheets™ does not store your Bank Credentials; this is all controlled by Plaid™. We won't sell any of your information, ever. Your transactions exist only in your own Sheets™, so they can't be shared with anyone unless you give them permission. 

Pricing

Free Trial - connect up to 3 Institutions for a few days to try it out. You'll see how easy it is! No credit card or information required to get started.

After that, it's $5/month for up to 5 Institutions. All your accounts for each Institution are included. Your Institutions can be used across however many Sheets™ you'd like. 

If you need more than 5, you can go up to 20 at $1/ea.

For more info, check banktosheets.com.

#financial #budgeting #networth #financeapp #easybudget #csv #import #bank #transactions #sync #download
Additional information
PricingFree of charge trial
Developer
Privacy policy
Terms of service
BankToSheets will ask for the permissions shown below. Learn more
BankToSheets will need access to your Google account
This will allow BankToSheets to :
See, edit, create, and delete all your Google Sheets spreadsheets
Display and run third-party web content in prompts and sidebars inside Google applications
Connect to an external service
Allow this application to run when you are not present
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
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Matthew Burnett
July 16, 2024
BankToSheets has transformed how I manage my family budget seamlessly within Google Sheets. With a straightforward setup process, this add-on connects my bank accounts through Plaid, allowing real-time updates directly into my spreadsheet. What sets BankToSheets apart is not just its functionality but the outstanding support from Adam, the developer. When I encountered a software bug, Adam's responsiveness was exceptional. He promptly addressed the issue, working closely with me until it was resolved. His dedication to resolving bugs and improving the add-on, while keeping the community informed, truly reflects his commitment to customer satisfaction. Thanks to BankToSheets and Adam's support, I can confidently track and manage our finances efficiently. Highly recommended for anyone looking to streamline their budgeting process using Google Sheets!
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Jpa
July 10, 2024
After looking at some other programs to help with our finances, I chose BTS and glad I did. Adam has been very helpful in supporting this old man's questions and problems that I created in setting the spreadsheet up. I couldn't ask for better support. BTS is just what I needed and it works great for me.
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Josh Reimer
July 24, 2024
This thing is awesome. Exactly what I was looking for, and for $5-10 a month I'm more than happy to support Adam and not to look into the Plaid API. The template is super intuitive too. Great job.
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Braedon Smith
May 29, 2024
No complaints. Adam is the man. BTS is an incredible tool and works great. Customer service is awesome. Great price and extremely fair considering how great the service is. Go for it you won’t have any regrets.
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Eric Harris
January 4, 2024
Excellent software. Adam truly is a genius for making this product. And at only I believe $5/mo he puts quickbooks to shame. I love that this is so versatile and flexible and the reporting is easy to understand, and has a fantastic user interface. This is extremely reliable if you need all your banks and PayPal transactions in one huge list. Highly recommended.
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Tyler Henderson
January 8, 2024
Finally something that actually works! I still use quickbooks for my business taxes. This is a great tool to combine everything since I'm freelance and self-employed. I can see everything all in one place! Super helpful!
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Jacqueline Tangorra
June 13, 2023
I really am happy with the quality of this app so far - Its helping me to better manage my finances, cash inflows and outflows better. And the easy integration from bank information and credit card data gathered in one place to come into google sheets is awesome! Super thrilled that I found BTS.
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Jose Salviati
August 29, 2023
Exactly what I needed! I have been manually updating a Google sheet and wanted something that would automate that process for me. BankToSheets does the job and does it perfectly! I now have a budget dashboard that updates itself twice a day. The support, when needed, is outstanding!
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Jake Ridenour
November 8, 2023
This Extension is great! I have been looking forever for something that would allow for automatic transaction importing but would also allow for me to be flexible for how I budget. This does both!
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E Girl
January 7, 2024
Have been using it for only a few hours and so far it has been wonderful. Would recommend giving it a try!
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