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Google Sheets

AvailableIntegration

Automatically sync your banking data to Google Sheets. Connect to 10,000+ banks across the US and Canada, and import transactions, balances, and financial data without manual entry.

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About Google Sheets Integration

Automatically sync your banking data to Google Sheets. Connect to 10,000+ banks across the US and Canada, and import transactions, balances, and financial data without manual entry.

Key Features

  • Automatically sync banking transactions to Google Sheets
  • Real-time balance updates and transaction history
  • Connect to 10,000+ banks across US and Canada
  • Customizable data mapping and field configuration
  • Scheduled syncs (daily, weekly, monthly)
  • Secure, encrypted data transmission
  • Advanced pivot tables for expense categorization and analysis
  • Dynamic charts and graphs that update automatically
  • Complex formulas for budget calculations and forecasting
  • Data validation rules to ensure data integrity
  • Collaborative editing for shared financial tracking

Supported Fields

Transaction DateAmountDescriptionCategoryAccountMerchantTransaction IDRunning Balance

Integration Details

Setup Time5 minutes
PricingWorks with Google Workspace and personal Google accounts
Last Updated1/20/2024
StatusActive

Data Security & Permissions

How We Use Your Google Sheets Data

BankSync requires access to your Google Sheets to automatically sync your banking data. Here's exactly what we do:

  • Write banking data: Insert transaction records, balance updates, and financial summaries into your spreadsheets
  • Read sheet structure: Understand your existing data format to maintain consistency
  • Update existing data: Modify and refresh financial information as new transactions occur

Required Permissions

BankSync requires the following permissions to function properly:

Google Sheets Access

To read and write your financial data in the spreadsheets you specify for syncing.

User Email Access

To identify your account and ensure data is synced to the correct user's spreadsheets.

External Requests

To securely connect to banking APIs and retrieve your financial data for synchronization.

Data Security

Your data security and privacy are our top priorities:

  • No data storage: We don't store your banking credentials or sensitive financial data
  • Encrypted transmission: All data is encrypted in transit using industry-standard protocols
  • Read-only access: We only access the specific sheets you authorize for syncing
  • Secure banking connections: Bank connections use OAuth and are managed by trusted financial data providers

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Connect from

Ally Bank logoAlly BankBank of America logoBank of AmericaCapital One logoCapital OneCitizens Bank logoCitizens BankCitizens Bank logoCitizens BankFifth Third Bank logoFifth Third Bank
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Ready to Connect Google Sheets?

Start syncing your banking data with Google Sheets. Get your financial data flowing in minutes, not hours.

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Connect to 10k+ financial institutions across the United States and Canada. Sync your financial transactions to Notion, Airtable and more for budgeting.

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