- Upvotes
- 15
- Comments
- 0
- Impressions
- 269
this week
discussions
this week
About
BudgetSheet is an innovative tool designed to import live bank transactions directly into Google Sheets, enhancing personal financial management. By eliminating the need for manual data handling and CSV exports, users can seamlessly integrate financial data from over 10,000 financial institutions, covering checking and savings accounts, credit cards, investments, and more. The tool employs Plaid for secure bank connections, ensuring bank data is handled safely without storing login details. Users benefit from comprehensive control over their financial tracking, allowing for custom budgets and automated updates via custom scripts and tools like Zapier. BudgetSheet is praised for its ease of use, reliability, and customization, appealing to those who wish to manage their finances independently. Available for a free 15-day trial, it provides a flexible financial management solution without relying on standard, cluttered tools. Developed by Vance Lucas at Actridge, LLC, BudgetSheet is deeply integrated with Google Workspace, offering responsive support and ongoing updates to enhance user experience.
Problem & solution
Problem
Manual bank-to-Sheets exports waste time and hinder custom budgeting.
Solution
Google Sheets add-on imports transactions via Plaid with optional nightly autofetch.
Who it's for
Google Sheets users tracking budgets across bank accounts.
Main features
- Google Sheets add-on
- Plaid bank connections
- Transaction import to Sheets
- Nightly autofetch
- Supported banks list
Use cases
- Auto-import transactions to Sheets
- Track multiple banks in one sheet
Comments
0 shownShare your thoughts about this tool.
Sign in to leave a comment.
No comments yet. Be the first to leave one.