Sync EquatePlus to Google Sheets
BankSync may support connections to EquatePlus 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.
How to sync EquatePlus to Google Sheets
Search for EquatePlus in BankSync
Sign up for BankSync and, if EquatePlus is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
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.
Configure field mappings
Map the supported EquatePlus fields supplied by the provider to columns in Google Sheets.
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
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What gets synced from EquatePlus to Google Sheets
Transactions
Sync available EquatePlus transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported EquatePlus accounts.
Holdings
Sync supported investment positions, quantities, and market values from EquatePlus.
Trades
Sync supported investment trade and activity history from EquatePlus.
Loans
Sync supported loan balances and provider-supplied liability details from EquatePlus.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Google Sheets.
Custom Field Mappings
Map any EquatePlus 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 EquatePlus 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 FreeSync EquatePlus somewhere else
The same EquatePlus connection can feed any of these destinations.
- Sync EquatePlus to Actual Budget
- Sync EquatePlus to Airtable
- Sync EquatePlus to Firefly III
- Sync EquatePlus to Home Assistant
- Sync EquatePlus to Microsoft Excel
- Sync EquatePlus to MongoDB
- Sync EquatePlus to MySQL
- Sync EquatePlus to Notion
- Sync EquatePlus to PostgreSQL
- Sync EquatePlus to Securo
- Sync EquatePlus to SimpleFIN
- Sync EquatePlus to Sure
Other banks that sync to Google Sheets
Institutions in the same market that can also route account data to Google Sheets.
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- Sync Charles Schwab to Google Sheets🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of EquatePlus or Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.