Google Sheets is one of the most popular destinations for syncing bank data. This guide covers connecting your Google account and understanding Google Sheets-specific configuration options.
Adding Google Sheets as a Connection
Connect Google Sheets in 3 steps
Go to the Connections Tab
From your BankSync dashboard, click the Connections tab, then click "Add Connection".
Select Google Sheets
Click on the Google Sheets option to start the authorization process.
Authorize Google Access
Click "Connect Google Sheets" to authorize BankSync. You'll be redirected to Google to grant permissions to view, access, and update spreadsheets.
Google Sheets Configuration Options
When setting up a feed with Google Sheets as your destination, 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.
Tips for Google Sheets
Best practices
Use a dedicated sheet for synced data
Keep your synced transactions separate from analysis formulas and charts.
Add formulas in separate columns
Don't add formulas to synced columns — use columns after your mapped fields instead.
Use conditional formatting
Highlight expenses vs income, or flag transactions over a certain amount.
Create pivot tables on a separate sheet
Analyze spending by category, track monthly totals, and more.
Next Steps
Once you've added Google Sheets as a connection, you're ready to create your first feed. See our Creating Your First Feed guide for the complete walkthrough.