BudgetSheet

Sheets: Live, automated.

Freemium

Upvotes: 15
Comments: 0
Impressions: 256

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