Sync US bank data to Google Sheets
Transactions, balances and holdings from any §1033-accessible US bank land in Google Sheets on a schedule, read-only and mapped to your columns.
US banks to Google Sheets, in three steps.
- 01
Connect your US bank
Pick your bank from the list: big banks, neobanks, regionals and brokerages. Authorise read-only access on your bank’s own consent screen.
ChaseRead-onlyAmerican ExpressRead-onlyConsentBank’s own screen - 02
Map fields into Google Sheets
Connect your Google Sheets workspace and map BankSync fields to its columns or properties.
DateA · DateMerchantB · DescriptionCategoryC · CategoryAmountD · AmountAccountE · Account - 03
Save and sync
Your bank data appears in Google Sheets on the next run. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
HourlyDailyWeeklyNext runTomorrow, 6:00amLast run● 3 new rows, 6:02am
Set up Google Sheets, start to finish.
Choose the spreadsheet, tab, and write shape your model expects. Filmed with sample accounts.
What lands in your sheet.
- Date
- The day the bank posted the transaction. 10/19/2026
- Description
- The description the bank gives the transaction. Whole Foods Market
- Category
- A spending category you can filter, group and chart by. Groceries
- Amount
- Signed, in the account’s currency: money out is negative. -$86.42
- Account
- The account the row came from, so several banks share one table. Amex Gold
- Account #
- The last four digits of the account number. xxxx9880
- Institution
- The bank or card issuer behind the account. American Express
US banks we support.
Credit unions
All US institutions (8,952)
American Express
Capital One
Citibank Online
Fidelity
Charles Schwab
PayPal
Bank of America - Charitable Gift Fund
Robinhood
Venmo - Personal
Discover
Navy Federal Credit Union
U.S. Bank
USAA
Vanguard
Wise (US)
Relay FinancialSilicon Valley Bank - SVB Go
Mercury
Ally
Merrill
Bilt Rewards
Empower Retirement
Regions Bank
Bluevine
Barclays - Bank (US)
Varo Bank
E*Trade
Webull Financial
Rocket Mortgage
TD Bank
BaselanePennyMac
State Farm Federal Credit Union
Digital Ocean
Brex
Revolut (US)
Huntington Bank - Personal & Business
Frost
RampWealthfront
Principal Financial Group - Participant Logon
Mountain America Credit Union
M1 Finance
Betterment
T. Rowe PriceCredit One Bank
Boeing Employees Credit Union (BECU) - Business Online Banking
OneAZ Credit Union
First Citizens BankNewRez (formerly New Penn Financing)
Shopify Balance
Synchrony BankNorthwest Bank - Online Banking
OnPoint Community Credit Union
Community Choice Credit Union
Current
Acorns
X Money
Citizens Bank - Investment ServicesCommunityAmerica Credit Union - members prior to Aug. 3, 2026
US banks are the start. Not the whole story.
US banks to Google Sheets, in short.
- How
- BankSync syncs supported US account data from §1033-accessible banks to Google Sheets. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time. Connect through the regulated §1033 consent flow; banking credentials are never stored.
- §1033
- CFPB §1033 Open Banking, regulated by Consumer Financial Protection Bureau (CFPB). The CFPB's §1033 rule gives US consumers a right to share their bank data with third parties of their choice. BankSync routes through Plaid, the most widely-integrated US data provider.CFPB §1033 final ruleFDX standards
- Data
- Transactions, balances and holdings, where the provider, account type and your consent support them. Live transaction tabs that update on a schedule.
- History
- United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
- Other destinations
- US → NotionUS → AirtableUS → Excel
Questions, answered.
How do I sync US bank data to Google Sheets?
Sign up for BankSync, connect your US bank via the §1033 consent flow, choose Google Sheets as the destination, map the fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Which US banks can I sync to Google Sheets?
Every §1033-accessible institution. That includes the major banks (Chase, Bank of America, Wells Fargo, Citi), neobanks, regional banks, and credit unions.
Is my US banking data safe?
Yes. BankSync only ever holds a scoped, revocable §1033 consent, never your bank credentials. All connections are made through licensed providers (Plaid).
How often does Google Sheets update?
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Can I sync multiple US banks to the same Google Sheets workspace?
Yes. Connect as many US institutions as you want; BankSync writes them all into the same Google Sheets spreadsheet with an account column so you can filter by bank.
Is BankSync available in the United States?
Yes. BankSync is live in the US, connecting to over 11,000 banks and credit unions via Plaid. You can sync transactions, balances, investment holdings, and loan data into Google Sheets, Notion, Airtable, and Excel.
Does BankSync work with Chase, Bank of America, and Wells Fargo?
Yes. All Big 4 US banks, regional banks, and credit unions are supported through Plaid. Chase, Bank of America, Wells Fargo, Citi, Capital One, and U.S. Bank are all live.
