BankSync

made by people who love spreadsheets

Templates that fill themselves

Dashboards, sheets, apps and experts — all running on live bank data.

Featured templates

See all Featured templates

  • Money Map

    See where your money goes each month, mapped live from your bank.

    By BankSyncVerified by BankSync
    • Dashboard
    • Bank feed
    • Table
    • Enrichment

  • Invoices & Getting Paid

    Who owes you, what is overdue, what comes in when, and who pays late: paid comes from your bank.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Bills & Subscriptions

    Every bill and subscription found in your bank: what it costs, when it goes out, what changed.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Net Worth

    Everything you own less everything you owe, with two years of history from day one.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table

Notion templates

See all Notion templates
  • Featured

    Cash Flow Tracker

    Cash flow in Notion: your transactions imported for you, with monthly statements.

    By BankSyncVerified by BankSync
    • External template
    Free
  • Featured

    Finance OS

    Your whole financial life in one Notion workspace: goals, investments, net worth and debt.

    By BankSyncVerified by BankSync
    • External template
    Pro
  • Featured

    Budget Tracker

    A Notion budget kept current by bank sync: spending against budget, month by month.

    By BankSyncVerified by BankSync
    • External template
    Free

  • Personal Finance Tracker

    Track income, spending, savings goals and bills in Notion, with your bank connected.

    By BankSyncVerified by BankSync
    • External template
    Free

Automations

See all Automations

Browse by category

Everything in the marketplace

  • Money Map

    See where your money goes each month, mapped live from your bank.

    By BankSyncVerified by BankSync
    • Dashboard
    • Bank feed
    • Table
    • Enrichment

  • Invoices & Getting Paid

    Who owes you, what is overdue, what comes in when, and who pays late: paid comes from your bank.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Bills & Subscriptions

    Every bill and subscription found in your bank: what it costs, when it goes out, what changed.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Net Worth

    Everything you own less everything you owe, with two years of history from day one.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table

  • Cash Runway

    How long your cash lasts: at this pace, if revenue dips, if costs are cut, if it stops.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Receipts & Tax

    Every receipt matched to its cost, and this quarter’s GST, VAT or sales tax estimated.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Year in Money

    Your last twelve months: what came in, where it went, your places, your week.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Team Card Spend

    Every team card against its limit, who spends on what, and the receipts still missing.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Business Finance OS

    Your business’s profit, cash and costs, live from the bank — by entity.

    By BankSyncVerified by BankSync
    • Dashboard
    • Bank feed
    • Table
    • Enrichment

  • Monthly Budget

    Know what you can safely spend today, with budget vs actual filled in from your bank.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment

  • Debt Payoff

    When each card and loan is clear, what the interest costs, and which to pay off first.

    By BankSyncVerified by BankSync
    • Dashboard
    • Automation
    • Bank feed
    • Table
    • Enrichment
  • Featured

    Cash Flow Tracker

    Cash flow in Notion: your transactions imported for you, with monthly statements.

    By BankSyncVerified by BankSync
    • External template
    Free
  • Featured

    Finance OS

    Your whole financial life in one Notion workspace: goals, investments, net worth and debt.

    By BankSyncVerified by BankSync
    • External template
    Pro
  • Featured

    Budget Tracker

    A Notion budget kept current by bank sync: spending against budget, month by month.

    By BankSyncVerified by BankSync
    • External template
    Free

  • Personal Finance Tracker

    Track income, spending, savings goals and bills in Notion, with your bank connected.

    By BankSyncVerified by BankSync
    • External template
    Free

  • Net cash flow

    Money in minus money out, month by month.

    By BankSyncVerified by BankSync
    • Widget

  • Balance over time

    Follow an account’s balance as it moves.

    By BankSyncVerified by BankSync
    • Widget

  • Weekly money summary email

    Money in, money out and your biggest spends, in your inbox every Monday.

    By BankSyncVerified by BankSync
    • Automation