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Actridge, LLC
•  481
Overview
Auto-import live bank transactions directly into your spreadsheet. Work with your own live bank data. No more manual exports or copying and pasting from CSV files.
BudgetSheet is a Google Sheets add-on that can link to your bank to import live transaction data directly into your spreadsheet. From there, you can do whatever you want with it! NO user accounts or signup required.

BudgetSheet Free allows you to use all the add-on features for free with one (1) bank account linked for up to 45 days. BudgetSheet Pro (paid) allows you to link unlimited bank accounts for unlimited time. Upgrade via the add-on menu to go Pro.
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Tom Check
November 25, 2020
It doesn't set up completely and never gets to a point where it asks me to link my bank account. It sets up all of the sheets (seemingly) correctly, and then just stops like it's done. When I go into the addon menu, the only option is to 'Setup BudgetSheet' again. I'd l love to actually use it, but it's just not making that possible. Currently looking for other options that will work correctly.
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Brenda Castle
November 22, 2020
Love this app, very easy to setup and use. I can finally keep up with my transactions and my budget with real time transactions.
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Steve Sutanto
November 1, 2020
Installed and this ERROR: Authorization is required to perform that action. What did I do wrong?
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Christian Hausmann
August 27, 2020
I have installed the AddIn and setup my Plaid account with home location as United Kingdom. However, when trying to setup my bank account within BudgetSheet, it would only allow my to select from U.S. based banks... I'd be happy to buy the Pro version if it worked with UK based banks!
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2608904 Ontario Limited
August 16, 2020
I'm sure I would love BudgetSheet if it worked with Plaid's new Link authentication system. As of mid July 2020, Plaid uses a new 'key system' which is currently not supported by BudgetSheet. Waiting eagerly for BudgetSheet to be updated to allow Plaid integration. :)
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Vance Lucas
August 23, 2020
An update has been released that addresses this. Thanks!
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sse_giaoshouging Whaley
July 29, 2020
I been waiting on this for a while thank you
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Mervyn Thomas
July 19, 2020
Very good for personal bank accounts but a bit limited for business accounts. Could do with access to balances and payment types (Direct Debit, Standing orders etc.) The plaid interface is short in specifying the transaction pricing structure - still not known after 1 week of loading several hundred transactions
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A User of BudgetSheet
July 5, 2020
Spreadsheet budget Christian bank transactiom
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Aaron Smith
June 11, 2020
It worked great, and I was able to highly customize my budget, layout and many other items which we are unable to do in traditional budgeting platforms. However, out of the blue, the transactions all of the sudden stopped working all together. I submitted a email to the developer and he was super helpful in helping trouble shoot. Turned out I broke the formula, we adjusted and fixed it.
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A User of BudgetSheet
April 13, 2020
It's a very robust, well-designed spreadsheet. Installing and setting up were actually rather easy (at least for me; I read the others stating they needed help); I found it pretty straightforward setting up Plaid, but you FIRST must request that your account be approved (it's free) through the Plaid website. That took them less than 24 hours, and I requested access on Easter Sunday. The issue I have with it is the complete lack of documentation. Specifically, when it downloads the bank information, it auto-assigns a category to each transaction and often incorrectly. I've searched through the sheet programming and can find nothing that indicates that the selection is made in the spreadsheet, so it leads me to the conclusion it is being drawn into the spreadsheet this way? Is there no way to change this programming?
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