The BankSync Google Sheets Add-on lets you set up and manage bank data syncs directly from within Google Sheets. No need to switch between apps — configure your feeds right where your data lives.
One-Click Install
Install directly from the Google Workspace Marketplace
In-Sheet Setup
Configure feeds without leaving Google Sheets
Quick Sync
Run syncs with a single click from the sidebar
Installing the Add-on
Installation Steps
Open Google Sheets
Open any Google Sheets spreadsheet where you want to sync your bank data.
Go to Extensions menu
Click Extensions → Add-ons → Get add-ons to open the Google Workspace Marketplace.
Search for BankSync
Type "BankSync" in the search bar and click on the BankSync add-on.
Install the add-on
Click "Install" and grant the necessary permissions. The add-on needs access to your spreadsheets to write data.
Open the sidebar
Once installed, go to Extensions → BankSync → Open Sidebar to start using it.
Using the Add-on
The BankSync sidebar provides quick access to your feeds and sync controls:
View Your Feeds
See all feeds configured for the current spreadsheet
Run Syncs
Trigger incremental or date-range syncs with one click
Check Status
Monitor sync progress and view recent job history
Quick Setup
Create new feeds directly from the sidebar
Creating a Feed from the Add-on
Quick Feed Setup
Open the sidebar
Go to Extensions → BankSync → Open Sidebar
Click Create Feed
Click the "Create Feed" button to start the setup wizard.
Select your bank accounts
Choose which connected bank accounts to include in this feed.
Configure field mappings
Map bank data fields to your spreadsheet columns. The add-on will auto-detect your header row.
Set schedule (optional)
Configure automatic syncing on a daily, weekly, or monthly schedule.
Save and run
Save your feed and run your first sync to see data flow into your sheet.
Add-on vs Web App
Add-on: Quick Access
Best for running syncs and quick setup while working in Sheets
Web App: Full Control
Best for managing banks, viewing all feeds, and advanced configuration