** 2 WEEK FREE TRIAL **

Automatically sync your bank transactions into Google Sheets™.

BankToSheets™ is a Google Sheets™ add-on that connects to your bank accounts and automatically imports transactions and balances into your spreadsheets. It’s built for people who prefer the flexibility of Google Sheets™ over rigid finance or accounting software.

With BankToSheets™, your bank data flows directly into Sheets so you can build your own budgets, dashboards, reports, and workflows — without manually downloading CSV files.

COMMON USE CASES
• Personal finance tracking and budgeting
• Small business expense tracking and cash flow monitoring
• Transaction categorization and reconciliation
• Net worth tracking
• Custom reports, dashboards, and pivot tables

HOW IT WORKS
1. Install the BankToSheets™ add-on
2. Connect your bank accounts securely
3. Transactions and balances sync automatically into Google Sheets™

You can sync multiple banks and accounts, and you’re free to use one spreadsheet or many — whatever fits your workflow.

FLEXIBLE BY DESIGN
BankToSheets™ is not a full accounting system. Instead, it gives you clean, structured bank data in Google Sheets™ so you can work the way you already do.

If you want full accounting, tax filing, or audits, traditional accounting software may be a better fit. If you want flexibility and control inside Google Sheets™, BankToSheets™ is built for you.

SECURE BANK CONNECTIONS
BankToSheets™ uses Plaid™ to connect to thousands of financial institutions. Your bank credentials are never stored, and all connections are read-only.

GET STARTED
You can start with a free 2-week trial to see if BankToSheets™ fits your workflow. Setup takes just a few minutes. It's only $5/month if you wish to keep using it.

For more info, check banktosheets.com.

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