Sync Management Solutions to Google Sheets
BankSync may support connections to Management Solutions 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 Management Solutions to Google Sheets
Search for Management Solutions in BankSync
Sign up for BankSync and, if Management Solutions 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 Management Solutions 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
How to use google-sheets - Google Sheets (Web)
Loading product walkthrough...
How to use google-sheets - Google Sheets (Add-on)
What gets synced from Management Solutions to Google Sheets
Transactions
Sync available Management Solutions transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Management Solutions accounts.
Holdings
Sync supported investment positions, quantities, and market values from Management Solutions.
Trades
Sync supported investment trade and activity history from Management Solutions.
Loans
Sync supported loan balances and provider-supplied liability details from Management Solutions.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Google Sheets.
Custom Field Mappings
Map any Management Solutions 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 Management Solutions 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 Management Solutions somewhere else
The same Management Solutions connection can feed any of these destinations.
- Sync Management Solutions to Actual Budget
- Sync Management Solutions to Airtable
- Sync Management Solutions to Firefly III
- Sync Management Solutions to Home Assistant
- Sync Management Solutions to Microsoft Excel
- Sync Management Solutions to MongoDB
- Sync Management Solutions to MySQL
- Sync Management Solutions to Notion
- Sync Management Solutions to PostgreSQL
- Sync Management Solutions to Securo
- Sync Management Solutions to SimpleFIN
- Sync Management Solutions to Sure
Other banks that sync to Google Sheets
Institutions in the same market that can also route account data to Google Sheets.
- Sync Chase to Google Sheets🇺🇸 United States
- Sync American Express to Google Sheets🇺🇸 United States
- Sync Capital One to Google Sheets🇺🇸 United States
- Sync Wells Fargo to Google Sheets🇺🇸 United States
- Sync Citibank Online to Google Sheets🇺🇸 United States
- Sync Fidelity to Google Sheets🇺🇸 United States
- Sync Bank of America to Google Sheets🇺🇸 United States
- Sync Charles Schwab to Google Sheets🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Management Solutions or Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.