Bank transactions into Google Sheets automatically
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Listing updated:January 22, 2024
Works with:
919
Overview
Connect your bank accounts to your spreadsheet with ease. CapitalView BV automatically updates your spreadsheet with your finances so you can easily track your entire financial life in Google Sheets. 
Works in US and European(UK, Germany, Netherlands, France, Spain..) financial ecosystems.

Here's how it works:
1. Connect your bank accounts on CapitalView website (https://mycapitalview.com )
2. Install the CapitalView Addon
3. Import bank transactions

Enjoy the imported bank transactions in your spreadsheet. No more manual exports or copying.


Receive Automatic Financial Updates
- Instantly get historical data from your linked accounts.
- Receive new transactions and balance updates directly in your spreadsheet.

For starters there are optional Sheet Templates for inspiration.

CapitalView is private and secure:
- CapitalView never reads, shares, or sells your financial data. Regulated by EU and US financial jurisdiction
- Your banks are linked securely via Plaid. CapitalView can't see your bank credentials or move money at your banks
- Your data is encrypted using AES-256 encryption, and CapitalView always uses a secure SSL connection.

Try it free for 14 days. CapitalView is just $3/month. Sign up at https://mycapitalview.com
Additional information
PricingFree of charge
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Non-trader
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CapitalView will ask for the permissions shown below. Learn more
CapitalView will need access to your Google account
This will allow CapitalView to :
View and manage spreadsheets that this application has been installed in
Display and run third-party web content in prompts and sidebars inside Google applications
Connect to an external service
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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David Brown
December 14, 2023
At the time of writing I have successfully added 8 accounts of various types from checking account to credit cards. However, I ran into several issues after importing the data. The data import stops on the 6th of April for 2023 (Currently 14, DEC 2023) no matter how many times I try to fetch the data again, or even create new sheets. My account balances are not shown, but the header for them is present. The transaction categories are not very accurate. I'll count this money as a loss and find something that works.
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Maria Shisler
December 23, 2023
At first, I had problems with the token ID working on my Google Sheet, but refreshing the Sheet fixed that. My main issue now is that it keeps importing several multiples of transactions. I’m also not getting automatic imports (even though I checked the checkbox for them), and I keep deleting accounts from the website, but then they show up again. I’m not a huge fan and think I’ll go with something else to import my transactions. There are no areas to cancel your subscription, so I tried emailing support and haven’t heard back.
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Anita Peak
January 8, 2024
Spent hours trying to get this work - complete waste of time. When I finally did duplicate transactions came through - same as others below. Have never received an email back after paying for it. Don't waste your time
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Rich Piotrowski
April 17, 2023
Looks impressive but its way too buggy to pay for it. As the last reviewer said, the token ID is missing after my first attempt to use it, Now it won't let me delete the accounts I added
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Justin Smith
October 23, 2023
If I could I would give it negative stars. It does not work at all. There are other options out there that actually work but are expensive. Guess that's why they are expensive, they work.
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Paul Marriott
May 20, 2023
Would be great if it worked, but is still way too buggy ... not even beta ... will try again in six months
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Irina Lebedeva
March 12, 2023
Can't connect Add-On to the google sheet. error message: Token ID is missing in the system. Please make sure that you are using proper CapitalView token ID - how do I fix it?
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Anna Nemirova
November 22, 2022
I tried Capital view for budgeting and it exceed my expectation. Usually, I need to download all reports from different banks and right now I quickly added a connection and loading bank transactions. On top of that, there is a nice option to use a budgeting template my usual routing is quite easier. High recommended
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Eli Hoffman
June 16, 2023
Doesn't work.
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kostya z
March 23, 2023
perfect way to control multiple bank accounts in Google Sheets
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