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BudgetSheet

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Import live bank data into Google Sheets automatically

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What is BudgetSheet?

BudgetSheet connects your bank accounts to Google Sheets, automatically importing transactions, balances, and investment data every day. No more manual CSV exports or copy-pasting — your spreadsheet stays up to date with live financial data.

With support for over 10,000 US and Canadian financial institutions via Plaid, BudgetSheet covers checking, savings, credit cards, investments, loans, and mortgages. Your data lands in a plain Google Sheet, giving you the freedom to build custom budgets, dashboards, and automations using any formula, pivot table, or script.

Security is a priority: BudgetSheet never stores your bank logins or transaction data. All connections use Plaid’s secure infrastructure, and only an encrypted read-only token is kept. The service runs on PCI and SOC compliant AWS infrastructure.

After a 15-day free trial, plans start at $59/year, with higher tiers for more accounts and investment tracking. A Mint alternative for those who want full control of their financial data.

How to use BudgetSheet

  1. 1

    Enable the BudgetSheet add-on in your Google account.

  2. 2

    Run Setup in your Google Sheet to configure the add-on.

  3. 3

    Link your bank account(s) securely via Plaid.

  4. 4

    Import your latest transactions using the Fetch feature.

  5. 5

    Enable Autofetch to automatically get new transactions daily.

Key features

Automatically import bank transactions nightly into Google Sheets — no CSV exports needed.

Track live account balances for checking, savings, credit cards, and more in your sheet.

Monitor investment accounts alongside everyday spending with holdings and balances.

Build custom budgets using any Google Sheets formula, pivot table, or chart.

Connect securely via Plaid to 10,000+ US and Canadian financial institutions.

Use cases

  • Replace closed budgeting apps like Mint with a fully customizable spreadsheet.
  • Automate expense tracking across multiple bank and credit card accounts.
  • Create a personalized financial dashboard with charts and pivot tables.
  • Combine bank data with Zapier and scripts for advanced automations.
  • Centralize net worth tracking by importing investment holdings alongside spending.

Best for

DIY budgetersSpreadsheet enthusiastsMint refugeesInvestors tracking net worthSmall business ownersZapier and automation users

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Frequently asked questions about BudgetSheet

Common questions to help you decide if BudgetSheet is right for you.

Yes. BudgetSheet never sees or stores your bank login credentials. It uses Plaid, a trusted provider, for secure connections. Only an encrypted read-only token is stored, and transaction data goes directly to your Google Sheet.

After a 15-day free trial, plans start at $59/year for up to 5 accounts. Pro ($79/year) adds up to 30 accounts and investment tracking. Business ($149/year) supports up to 100 accounts. No credit card required to start trial.

BudgetSheet supports 10,000+ US and Canadian financial institutions via Plaid, including checking, savings, credit cards, and investment accounts. Check the full list at budgetsheet.com/banks.

Yes, if you want full control over your budget in a spreadsheet instead of a closed app. Your data lives in your own Google Sheet, with live bank imports via Plaid. See their Mint migration guide for tips.

After linking accounts, transactions are fetched nightly. You can also enable Autofetch to fully automate daily imports. All data appears in your Google Sheet, ready for formulas and charts.

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