Google Sheets integration
Sync bank accounts to Google Sheets
Connect supported banks, investments, Stripe, and Mercury to Finta. Choose the records you need, send them to Google Sheets, and keep working with the formulas, pivots, charts, and reports you already use.
7-day free trial. No credit card required.
Bank connections are read-only. Finta cannot move your money.
What syncs
Accounts, transactions, holdings, investment activity, Stripe and Mercury records
Setup
Connect your accounts, connect Google, pick a spreadsheet
Update timing
Automatic. Cadence depends on each connected provider
Bank access
Read-only bank connectivity
What syncs
Accounts, transactions, holdings, investment activity, Stripe and Mercury records
Setup
Connect your accounts, connect Google, pick a spreadsheet
Update timing
Automatic. Cadence depends on each connected provider
Bank access
Read-only bank connectivity
Coverage
12,000+ supported banks and financial institutions
The problem
Stop rebuilding the same spreadsheet every month
Your spreadsheet can already calculate, model, and report the way you want. The recurring work is getting reliable financial records into it. Finta removes the import step and leaves the spreadsheet to you.
- JanuaryDownload a CSV from each account, paste the rows, fix the categories.
- FebruaryDownload a CSV from each account, paste the rows, fix the categories.
- MarchDownload a CSV from each account, paste the rows, fix the categories.
- AprilRepeat next month.
Replace repeated exports
Stop downloading a new CSV from every account and pasting rows into the same workbook.
Keep your model
Use the spreadsheet structure, formulas, views, and reporting process that already fit your needs.
Work from fresher records
Finta syncs available updates automatically. Timing depends on the connected bank or provider.
Automatic syncing
From connected accounts to a spreadsheet that stays useful
Finta sits between your connected sources and Google Sheets. You choose what to connect and where the available data belongs. Finta continues syncing automatically on provider-dependent timing.
Destination preview
See the data in Google Sheets
Finta writes each type of record to its own tab: accounts and balances, transactions, holdings, and investment activity. Connected Stripe and Mercury records land in the same workbook. The rest is regular Google Sheets, with your formulas, pivots, charts, and reports built on top.
Available fields vary by source. Not every provider supplies every field.
How it works
Set up once, then work in Sheets
01
Connect your financial sources
Connect supported accounts through Finta's secure provider flows. Finta never sees or stores your bank credentials.
02
Choose Google Sheets and the data
Connect your Google account, select the spreadsheet destination, and choose the available records you want to sync.
03
Build on the synced tabs
Use Google Sheets formulas, pivot tables, charts, and your own reporting workflow. Finta keeps available records current automatically on timing determined by each provider.
Ways to use it
Four ways people use it
The same synced tabs feed personal budgets, business reports, investment models, and shared workbooks. Build the version that fits you.
Personal
Run your household finances
Review transactions, compare spending periods, maintain a budget, and roll balances into a net-worth view.
Business
Report on the business
Bring bank, Mercury, and Stripe activity into the spreadsheets you use for cash review, revenue analysis, and operating reports.
Investing
Track your portfolio
Use available holdings and investment activity to build allocation, performance, and net-worth models that match your approach.
Shared
Share a focused workbook
Create workbooks for a partner, advisor, or team using Google Sheets' own access controls. Only share financial data with people who should have access.
Proof and safety
Broad coverage without bank-side control
Boundary
Finta cannot move moneyBank connectivity is read-only. Finta can send available records to the Google Sheet you authorize, but cannot initiate bank transactions or change your bank-side accounts. Finta never sees or stores your bank credentials.
Popular banks
Popular banks for Google Sheets
Pick your bank to see what data it sends to Google Sheets and how to set it up.
Task resources
Start with the workflow you need
Sync bank accounts to Google Sheets
A step-by-step guide to connecting supported financial accounts and sending available records to a spreadsheet.
Read the setup guide →Manage personal finances in Google Sheets
Build a flexible personal-finance workflow with automatically updated source data.
Read the guide →Use a ready-made budget template
Start with the free Google Sheets budget template, then connect Finta when you want its source data kept current.
View the budget template →Read the destination documentation
See the current Google account connection and destination setup flow.
Open the docs →FAQ
Frequently asked questions
Make Google Sheets the place you use financial data, not the place you rebuild it
Connect the accounts you need, choose the available records, and let Finta keep your spreadsheet current.
7-day free trial. No credit card required.