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Supported connection
Sync Chase to Google Sheets
Connect Chase through Plaid and keep your Google Sheet current without repeating CSV exports.
7-day free trial. No credit card required.
Chase connects through Finta to Google Sheets
Chase
Finta
Google Sheets
- Region
- United States
- Connection
- Plaid
- Sync timing
- Varies by connection
Available data
What Chase data you can sync to Google Sheets
Finta can sync the kinds of data below. What you get depends on the accounts you connect.
- Transactions
- Sort, filter, categorize, and use transactions in the destination you choose.
- Investments
- Use holdings and investment activity when the connected account provides them.
- Liabilities
- Keep supported credit card and loan data next to the rest of your finances.
- Account holder details (Identity)
- Basic account-holder details may be available. The fields depend on the account and connection, and they do not get their own table.
In Google Sheets
Your Chase data in a spreadsheet
Finta adds your Chase data to a Google Sheet and keeps it current. Depending on the accounts you connect, the sheet can include Accounts, Transactions, Balance History, Securities, Holdings, and Investment Transactions. Use the records in your own formulas, filters, and reports.
See a sample Google Sheet
Sample data
Scroll to see more columns.
Sample transactions in Google Sheets. The data is fictional, and the rows and fields in your sheet depend on the accounts you connect.
Where each kind of Chase data lands in your sheet
These are the tabs in Finta’s Google Sheets template. Which tabs contain data depends on the accounts you connect. The investment tabs apply when your Chase accounts include investments.
- Transactions
- Transactions tab
- Synced transactions include the date, summary, merchant, amount, currency, pending status, category, and account.
- Investments
- Holdings tab · Securities tab · Investment Transactions tab
- Your positions, the securities behind them, and investment activity appear in supporting investment tabs when available.
- Accounts and balances
- Accounts tab · Balance History tab
- Connected accounts and dated balance history appear in their own tabs.
- Liabilities
- Accounts tab
- There is no separate Liabilities tab. Supported credit data appears with the connected account properties.
- Account holder details (Identity)
- No separate tab
- Basic details about the account holder may be available from the connection. They do not get their own tab, and the available fields depend on the account.
Setup
Three steps to connect Chase to Google Sheets
1
Connect your Chase account in Finta.
2
Choose what to sync.
3
Connect Google Sheets and pick the sheet.
Timing and limits
Sync timing varies by connection and destination
Your source connection decides when new data is available. Finta syncs supported updates according to the source connection and Google Sheets behavior.
Source and destination permissions
Plaid handles sign-in, so Finta doesn’t receive or store your Chase password. The financial connection is read-only. Finta cannot move money. Writing into your Google Sheet is a separate permission you give Google Sheets.
More ways to use Chase data
MCP
Use Finta-stored Chase data from a compatible AI client.
Explore Finta MCP
API
Read Finta-stored Chase data from your product, scripts, or workflow.
Read the API docs
MCP and API require Storage Mode.
Chase to Google Sheets questions
- Can I connect Chase to Google Sheets automatically?
- Yes. Connect your Chase accounts, choose what to sync, and Finta keeps supported data current in your sheet. Sync timing varies by connection and destination.
- What Chase data can appear in Google Sheets?
- Transactions, balances, investments, liabilities, and account holder details may be available. What appears depends on the accounts you connect, and account holder details do not get their own tab.
- Is this the same as importing a Chase statement or PDF?
- No. Finta syncs data from your Chase connection. It does not convert statements or PDFs.
- Can Finta move money from Chase?
- No. Finta cannot move money through the financial connection.
Supported connection
Put your Chase data to work in Google Sheets
7-day free trial. No credit card required.