The BankSync Google Sheets Add-on brings bank syncing directly into your spreadsheet. Install once and sync transactions, balances, and more without ever leaving Google Sheets.
Key Benefits
Seamless Integration
Sync directly within Google Sheets interface
Real-time Updates
Get the latest transactions with one click
Secure Connection
OAuth authentication keeps your data safe
Installation
Install the Add-on
Open Google Sheets
Open a new or existing spreadsheet where you want to sync your bank data.
Go to Extensions
Click Extensions > Add-ons > Get add-ons from the menu bar.
Search for BankSync
In the Google Workspace Marketplace, search for 'BankSync' and click on our add-on.
Click Install
Click the Install button and grant the necessary permissions when prompted.
Authorize BankSync
Sign in to your BankSync account to connect the add-on to your bank connections.
Using the Add-on
Sync Your Data
Open the Add-on
Go to Extensions > BankSync > Open Sidebar to launch the add-on panel.
Select your account
Choose which bank account you want to sync from the dropdown.
Choose date range
Select the time period for transactions you want to import.
Pick destination cells
Click on the cell where you want the data to start. The add-on will populate rows below.
Click Sync
Hit the Sync button and watch your transactions appear in your spreadsheet.
Features
Transaction Sync
Import transactions with date, description, amount, category, and more
Balance Updates
Pull current account balances into your spreadsheet
Auto-Refresh
Set up automatic syncing on a schedule
Multiple Accounts
Sync from any connected bank account
Troubleshooting
If you encounter issues with the add-on:
- Ensure you're signed into the correct Google account
- Check that your BankSync subscription is active
- Try refreshing the page and reopening the add-on
- Clear browser cache if the sidebar doesn't load