#1 Getting Started with BTS

Install the Google Sheets add-in from the Google Marketplace

Here is the install link: Google Workspace Marketplace | BankToSheets

Open BankToSheets from the Extensions Menu

Once it's installed, you'll open BankToSheets within any Sheets file like this:

Start using the BTS add-in:

The BTS window will popup on the right side of your Sheet

Next: Connect to your Financial Institution