👉 Try it free for 45 days
BudgetSheet uses Plaid to securely connect to your financial institutions
“The great thing about having all of my account activity going into Google Sheets is that I can add more automation using custom scripts and tools like Zapier. At this point I couldn't be happier with the amount of control I have now with the help of this product.”
“I've been looking for something like this for a long time. Wanted a simple way to pull data from my bank accounts to create custom budgets and track expenses. Found Mint to be too cluttered - this was perfect. Excellent!”
“This is a very useful tool that saves a lot of time if one is trying to track accounts at several banks. Plaid is handling connections to the banks, so one can trust this add on as much as one can trust Plaid. The developer is very responsive.”
“Absolutely love this extension! It's reliable, easy to extend/customize, and way better than automated tools like Mint from Intuit. 10/10 would recommend!!”
“If you've put a lot of work into a personalized budget tracking sheet and don't want someone else defining what your charts and tables should look like, then this is the app you want. I should also mention that the developer is very responsive to questions and feedback on the product, which is reassuring if you ever have a question.”
BudgetSheet puts your financial data in any Google Sheet so you can budget your own way.
Get BudgetSheet Addon👉 Try it free for 45 days
Enable the BudgetSheet Addon in your Google account.
From a Spreadsheet, run Setup: Extensions > BudgetSheet > Setup Everything
Link your bank account(s):Extensions > BudgetSheet > Link New Account...
Import bank transactions into your spreadsheet:Extensions > BudgetSheet > Fetch Latest Bank Transactions
Enable Autofetch to fully automate fetching new bank transactions nightly
Be sure to read all the docs for more! The docs cover installation, setup, adding bank accounts, importing your bank or credit transactions, and more!
BudgetSheet does not store or handle any of your bank logins. BudgetSheet uses Plaid for all bank connections. Read the Plaid Safety Page for more information about bank security.
BudgetSheet only stores a read-only access token for all connected accounts which is necessary to retrieve bank transactions and balances. This token is encrypted at rest.
BudgetSheet uses PCI and SOC (1, 2, and 3) compliant AWS Services including AWS Lambda and RDS.
BudgetSheet does not store your transactions in our database. All transaction data passes through directly to your spreadsheet. Your spreadsheet is the source of truth for all your own bank data.
BudgetSheet Pro is $7/month or $69/year (18% savings).
If you want to upgrade to BudgetSheet Pro, then you must first Install BudgetSheet Google Sheets Addon. Once the addon is installed, you can upgrade to BudgetSheet Pro from the BudgetSheet Addon menu.
Get BudgetSheet AddonBudgetSheet also offers a free 45-day trail with one account linked. This ensures you can try it for one full budget cycle with no obligations.
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Google Sheets + Bank Transactions. Full control to budget your own way with your own data in your own spreadsheet.
Made by Vance Lucas of Actridge, LLC
