Chariot
Google Sheets logo
Google Sheets

Sync Chariot to Google Sheets

BankSync may support connections to Chariot accounts through third-party open banking providers, then route the supported account data shown below to Google Sheets. Set up takes under 10 minutes and requires no code.

United StatesBank SyncAvailable

How to sync Chariot to Google Sheets

Mapping Chariot fields into Google Sheets
map your columns once
1

Search for Chariot in BankSync

Sign up for BankSync and, if Chariot is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize Google Sheets

Authorise BankSync to write data to your Google Sheets workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported Chariot fields supplied by the provider to columns in Google Sheets.

4

Set your sync schedule

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

How to Get Started

How to use google-sheets - Google Sheets (Web)

What gets synced from Chariot to Google Sheets

Transactions

Sync available Chariot transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Chariot accounts.

Holdings

Sync supported investment positions, quantities, and market values from Chariot.

Trades

Sync supported investment trade and activity history from Chariot.

Loans

Sync supported loan balances and provider-supplied liability details from Chariot.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Google Sheets.

Custom Field Mappings

Map any Chariot field to any column in Google Sheets — fully configurable.

Sync Schedules

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Ready to sync Chariot with Google Sheets?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Google Sheets in minutes.

Get Started Free

BankSync is not affiliated with, endorsed by, or an official partner of Chariot or Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.