BudgetSheet

The Budgeting Spreadsheet With Live Banking Data

Google Sheets + Live Bank Transaction Imports

No more manual exports or copying & pasting from CSV files

 

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See It In Action:

GIF of BudgetSheet fetching new bank transaction data within a user specified date range
After one or more accounts are linked, new bank transactions can be imported at any time.

How It Works:

1 Enter your Plaid.com API keys into the BSA_Settings spreadsheet.

2 Link your bank account(s) via the menu:
Add-ons > BudgetSheet.net > Link New Account...

3 Import bank transactions directly into your spreadsheet via the menu:
Add-ons > BudgetSheet > Fetch Latest Bank Transactions

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BudgetSheet is a project by Vance Lucas of Actridge, LLC.

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