Sync Vestwell to Google Sheets
BankSync may support connections to Vestwell 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 Vestwell to Google Sheets
map your columns once
Search for Vestwell in BankSync
Sign up for BankSync and, if Vestwell 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 Vestwell 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)
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How to use google-sheets - Google Sheets (Add-on)
What gets synced from Vestwell to Google Sheets
Transactions
Sync available Vestwell transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Vestwell accounts.
Holdings
Sync supported investment positions, quantities, and market values from Vestwell.
Trades
Sync supported investment trade and activity history from Vestwell.
Loans
Sync supported loan balances and provider-supplied liability details from Vestwell.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Google Sheets.
Custom Field Mappings
Map any Vestwell 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 Vestwell 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 FreeBankSync is not affiliated with, endorsed by, or an official partner of Vestwell or Google Sheets. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.