BudgetSheet
Google Sheets add-on that imports live bank transactions, balances, and investment data via Plaid, replacing manual CSV exports
A Google Sheets add-on that imports live bank transactions, balances, and investment holdings via Plaid into a spreadsheet, replacing manual CSV exports and copy-pasting. It is for individuals who manage personal budgets and want to build custom tracking, dashboards, and reports in Google Sheets. Unlike closed budgeting apps that define templates and charts, it delivers data into a user-owned spreadsheet for full customization.
Key features
- Bank transaction import and sync
- Nightly automatic imports (Autofetch)
- CSV transaction import
- Auto-categorization and custom rules
- Balance tracking over time
- Investment portfolio tracking
- No social media activity within the last 30 days
GTM channels
- Blog
- Affiliate program
- Marketplace
- Community
- Docs
ICP
- Consumers general