BankSheets is a financial data automation service for people who prefer managing their finances in Google Sheets. It connects bank and credit card accounts through Plaid, then imports transactions automatically, helping users avoid recurring CSV downloads and manual data entry. The service is designed for spreadsheet power users, freelancers, businesses, and people tracking budgets, cash flow, spending, or net worth, including those pursuing financial independence.

Getting started involves securely connecting accounts, choosing a BankSheets template or an existing Google Sheet, and setting up the sync. Transactions are updated daily and organized for analysis; users can also match receipts with expenses in Sheets. Templates are available for budgeting, net worth, and FIRE tracking, and users retain ownership of their data and can export it.

BankSheets says it uses encrypted connections and read-only access, and does not store users’ bank credentials. Plaid supports connections to most major banks and credit cards in the United States and Canada. BankSheets Pro includes features such as transaction history, advanced categorization, multiple sheets, and priority support.