Automatically sync your bank transactions into Google Sheets

BankToSheets is a Google Sheets add-on that automatically imports bank transactions and balances — for personal finance and small businesses that don’t need rigid accounting software.

It's free to get started!

Download from Google Workspace Marketplace

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What does BankToSheets do?

Automatically imports bank transactions into Google Sheets

Syncs transactions & balances daily from connected accounts

Supports multiple banks and multiple Sheets

Your data stays fully editable in Sheets

Is BTS right for you?

This is a good fit if you:

Use Google Sheets regularly

Track personal finances or a small business

Want flexible reports, dashboards, or custom workflows

Don’t want to download CSV files

Want a simple, affordable setup

This may not be a good fit if you:

Need full double-entry accounting

Require tax audits, or formal bookkeeping

Want a fully opinionated accounting system

BankToSheets focuses on giving you clean, reliable bank data in Google Sheets — not replacing full accounting software.

Try it free for 2 weeks!

Download from Google Workspace Marketplace

Download

Why do I need this?

Nobody wants to manually download CSV files from their bank just to manage them in a spreadsheet. And while budgeting and accounting apps are useful, they often force you into rigid workflows with limited flexibility.

BankToSheets gives you clean, structured bank data directly in Google Sheets, so you can manage your finances exactly the way you want — without giving up automation.

Whether you’re tracking personal spending or running a small business, having your data in a spreadsheet gives you control that traditional apps don’t.

Want to Learn How This Works in Practice?

We wrote a simple guide that walks through the common ways people get bank transactions into Google Sheets — and how to automate the process without giving up flexibility.

👉 How to Automatically Import Bank Transactions into Google Sheets

BankToSheets can be used in different ways

From a Blank Sheet

By default, BankToSheets creates the essential tabs in your spreadsheet:

A transactions tab
A balances tab

From there, you’re free to build anything you want — charts, pivot tables, dashboards, or custom workflows — using raw, always-up-to-date data.

This approach is ideal if you already have a system or want complete flexibility.

From a Template

If you want to get started quickly, BankToSheets includes a budgeting and reporting template.

All you need to do is:

Copy a new template
Open the BankToSheets add-in
Connect your accounts

The template gives you a solid foundation while still allowing full customization as your needs evolve.

Join thousands of others who have tried BTS!

Download from Google Workspace Marketplace

Download

Take a glance at the BTS Budget Template

Build your Budget

Create your own budget categories and sub-categories. You decide which categories are inflows or outflows, set monthly targets, and compare planned amounts to actual spending.

Review your Progress

Get a clear overview of how you’re doing for the current month, along with recent history. Quickly spot missing categories, uncategorized transactions, or inconsistencies.

Let It Work Automatically

Once you define category rules, BankToSheets automatically categorizes transactions every time your accounts sync.

Simply specify:

The lookup text (what appears in the transaction description)
The category to apply

After that, categorization runs automatically — no manual work required.

Ready to start saving time?

Download from Google Workspace Marketplace

Download

Reporting However You Need It

Because your data lives in Google Sheets, reporting is completely flexible.

You can build:

Custom dashboards
Pivot tables
Trend analysis
Cash flow views
Net worth tracking

If you already use spreadsheets for analysis, BankToSheets becomes the automated data layer that keeps everything current.

How does BTS access my transactions?

BankToSheets connects to your bank accounts securely using Plaid, a trusted financial data provider used by thousands of financial applications.

Your bank credentials are never stored by BankToSheets. Connections are read-only and used only to sync transactions and balances into your spreadsheet.

Will my bank be supported?

Plaid supports connections to thousands of financial institutions, including most major banks and credit cards.

If your bank is supported by Plaid, it will work with BankToSheets.

Here is what others think of BankToSheets ⭐⭐⭐⭐⭐

It’s free to get started

BankToSheets is available on the Google Workspace Marketplace. Install the add-on and connect your accounts in minutes.

Download

So what does it cost?

You can start with a free trial to make sure BankToSheets fits your workflow.

After the trial, pricing is simple and affordable, with no long-term contracts. You only pay to continue syncing your bank data automatically - and it's only $5 per month.