Connect Spreadsheets

Sync your bank transactions to Google Sheets or Excel — automatically or with a one-time export.

Your Spreadsheets

Connect Google Sheets to sync your bank transactions automatically.

No spreadsheets connected

Connect a Google Sheet to start syncing transactions.

How sync works

1

Connect a spreadsheet

Pick an existing Google Sheet from your Drive or create a new one.

2

Choose accounts & tabs

Select which bank accounts to sync and which sheet tab to write to.

3

Transactions flow in

New transactions are automatically added. Pending ones update when they post.