Sync Partners to Google Sheets
BankSync may support connections to Partners 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 Partners to Google Sheets
Search for Partners in BankSync
Sign up for BankSync and, if Partners 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 Partners 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 Partners to Google Sheets
Transactions
Sync available Partners transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Partners accounts.
Holdings
Sync supported investment positions, quantities, and market values from Partners.
Trades
Sync supported investment trade and activity history from Partners.
Loans
Sync supported loan balances and provider-supplied liability details from Partners.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Google Sheets.
Custom Field Mappings
Map any Partners 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 Partners 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 Partners somewhere else
The same Partners connection can feed any of these destinations.
- Sync Partners to Actual Budget
- Sync Partners to Airtable
- Sync Partners to Firefly III
- Sync Partners to Home Assistant
- Sync Partners to Microsoft Excel
- Sync Partners to MongoDB
- Sync Partners to MySQL
- Sync Partners to Notion
- Sync Partners to PostgreSQL
- Sync Partners to Securo
- Sync Partners to SimpleFIN
- Sync Partners 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
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- 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 Partners or Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.