What is BudgetSheet?

BudgetSheet is a Google Sheets add-on that automatically imports live bank transactions and account balances directly into your spreadsheets. It connects to over 10,000 financial institutions through Plaid, eliminating the need for manual CSV exports or copy-pasting. Once set up, BudgetSheet fetches your financial data nightly, so your sheets always reflect the latest activity across checking, savings, credit cards, investments, and loans.

Who it's for

• DIY budgeters who want full control over their spreadsheets without being locked into rigid templates
• Finance enthusiasts tracking multiple accounts across several banks and craving a single, automated view
• Google Sheets power users who rely on custom formulas, pivot tables, and tools like Zapier to extend their workflows

Key features

Automatic transaction imports

BudgetSheet pulls transactions from all linked accounts every night. You never have to manually export CSV files or copy-paste rows again — your spreadsheet stays current with zero effort.

Live balance tracking

See real-time balances for checking, savings, credit cards, and investment accounts right inside your sheet. Use that data to build custom dashboards and charts that reflect your actual financial picture.

Investment account support

Beyond everyday spending, BudgetSheet imports holdings, balances, and transactions from brokerage accounts. This gives you a complete net worth overview without juggling multiple tools.

Flexible, template-free budgeting

Your data lands in a plain Google Sheet — no forced budget categories or rigid layouts. Use any formula, pivot table, or chart you like. Optional templates are available, but you’re free to build a budget that matches how you think about money.

What stands out

"If you've put a lot of work into a personalized budget tracking sheet and don't want someone else defining what your charts and tables should look like, then this is the app you want."