A Google Sheets™ add-in that imports your bank transactions automatically.
Listing updated:January 4, 2024
Works with:
822
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
Language:
Sort by:
Google doesn't verify reviews or ratings. Learn more about reviews
Profile Picture
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.
Is this review helpful?
Yes
No
Profile Picture
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!
Is this review helpful?
Yes
No
Profile Picture
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.
Is this review helpful?
Yes
No
Profile Picture
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!
Is this review helpful?
Yes
No
Profile Picture
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!
Is this review helpful?
Yes
No
Profile Picture
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!
Is this review helpful?
Yes
No
Profile Picture
Mike Switzer
April 7, 2023
Excellent app and world class customer service when I have questions! Would thoroughly recommend!
Is this review helpful?
Yes
No
Profile Picture
Jim Neal
May 12, 2023
Excellent App and it works will with Google Sheets. The customer service is awesome when I need questions answered. Very quick response.
Is this review helpful?
Yes
No
Profile Picture
Seth Strait
July 28, 2022
Easy to use budgeting tool. Linking my accounts was very easy and straight forward. Automatically pulls all your transactions in from your accounts. Having the ability to set up your own category rules really makes it very fast. Every sheet is organized and easy to ready. I have all my accounts linked to this and it makes it really easy to get a snap shot of where I am on my budget each month!
Is this review helpful?
Yes
No
Profile Picture
Teodor Panterov
December 5, 2022
I have been looking for a an app like that for weeks. I tried some websites but the connection with Plaid and the bank always had problems. This is an amazing add on! Thank you!
Is this review helpful?
Yes
No
1-10 of 11
Search
Clear search
Close search
Google apps
Main menu