BankSync

Connecting Google Sheets

Connect your Google account, pick a spreadsheet in a feed's Destination tab, and configure how BankSync writes rows into Google Sheets.

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Google Sheets is one of the most popular places to sync bank data into. Connect your Google account once, then point any number of feeds at the spreadsheets and sheets (tabs) you want BankSync to write to. This guide covers connecting the account, the Sheets-specific feed options, and what to do when the connection expires.

Connect Google Sheets and choose the spreadsheet, tab, and write shape.

This guide covers

Connecting Google Sheets as an integration and understanding Sheets-specific options. For the complete feed setup process (accounts, mapping, schedule), see Creating Your First Feed.

Connect Google Sheets#

Google Sheets connects via OAuth: you sign in with Google in a popup and grant BankSync permission to view and update spreadsheets. Your Google password is entered on Google's page, never in BankSync.

Connect Google Sheets

  1. Open the Add Connection dialog

    Go to the Integrations tab and click the add card ("Connect to an Integration"). The "Add Connection" dialog opens.

  2. Pick Google Sheets

    Find Google Sheets under "Spreadsheets & docs" (or type "sheets" in the search box) and click it.

  3. Open the authorization link

    Click "Open Authorization Link". A Google sign-in popup opens.

  4. Sign in and grant access

    Choose the Google account that owns (or can edit) the spreadsheets you want to write to, then approve the requested permissions. BankSync detects the completed authorization and closes the dialog automatically.

When it finishes, Google Sheets appears as a card on your Integrations tab with a Connected status.

The Integrations tab showing a grid of connected integration cards, including a Google Sheets connection named Budget Sheets with a green Connected status, alongside Notion, Airtable, Postgres, and Excel cards and a dashed Connect to an Integration tile.
A connected Google Sheets integration on the Integrations tab.

Pick the right Google account

BankSync can only see spreadsheets the connected account can access. If you keep personal and work spreadsheets under different Google accounts, connect the account that holds the target spreadsheet. You can rename the connection afterwards (for example "Personal Sheets") so it is easy to tell apart; see Managing your integrations.

Choose the spreadsheet in your feed#

The spreadsheet and sheet are chosen while you build a feed, not at connect time. In the feed's Destination tab, select your Google Sheets connection, then search for the spreadsheet and pick the sheet (tab) where rows should land. One connection can power many feeds, each writing to a different spreadsheet or sheet.

Google Sheets configuration options#

When a feed writes to Google Sheets, you'll configure these Sheets-specific options:

Spreadsheet & Sheet Selection

Choose the specific spreadsheet and sheet (tab) where your data will be written.

Direction

By Row (recommended): Each transaction is a new row. By Column: Each transaction is a new column, useful for time-series data.

Header Row

Specify which row contains your headers (default: 1). BankSync will start adding data after this row.

Push Location

End (recommended): New data added after existing data. Beginning: New data inserted at top, most recent first.

Field mapping for Google Sheets#

With Google Sheets, you map fields to column letters (A, B, C, etc.). The Field Mapping tab includes an Auto fill button that assigns sequential columns automatically.

Example Mapping

Column A → Date, Column B → Description, Column C → Debit Amount, Column D → Credit Amount, Column E → Category

If your Google connection expires#

Google OAuth tokens can expire, and you can also revoke BankSync's access from your Google account's security settings. When that happens, feeds that write to Sheets stop adding rows and you may see an error like "Your Google connection is missing permission to access spreadsheets. Please reconnect...".

Reconnect Google Sheets

  1. Re-run the connect flow

    On the Integrations tab, click "Add Connection" and pick Google Sheets again.

  2. Authorize again

    Click "Open Authorization Link", sign in with the same Google account, and grant access. This mints a fresh token.

  3. Confirm the feed recovers

    Open a feed that writes to Sheets and confirm the picker in its Destination tab can list your spreadsheets again, then trigger a sync.

Reconnecting keeps your feeds intact

Re-authorizing refreshes access in place. Your feeds, the spreadsheets they target, and their field mappings are untouched; the next sync simply resumes writing. Data already in your spreadsheet is never deleted by an expired or reconnected connection.

Tips for Google Sheets#

Best practices

  1. Use a dedicated sheet for synced data

    Keep your synced transactions separate from analysis formulas and charts.

  2. Add formulas in separate columns

    Don't add formulas to synced columns: use columns after your mapped fields instead.

  3. Use conditional formatting

    Highlight expenses vs income, or flag transactions over a certain amount.

  4. Create pivot tables on a separate sheet

    Analyze spending by category, track monthly totals, and more.

Google Sheets Add-on

You can also use the BankSync Google Workspace Add-on to set up and run feeds directly from within Google Sheets. Install it from the Google Workspace Marketplace and see the Google Sheets Add-on guide for the full walkthrough.

Next steps#

Once Google Sheets is connected, you're ready to create your first feed.

Connect Google Sheets

Related guides#

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