Frequently asked questions
BudgetSheet is a powerful Google Sheets add-on that allows users to automatically import live bank transactions directly into their spreadsheets. This tool eliminates the need for manual CSV exports and copy-paste workflows, providing full control over budgeting, expense tracking, and financial automation within Google Sheets. It securely connects to over 10,000 financial institutions worldwide using Plaid, supporting various financial accounts such as checking, savings, credit cards, investments, and loans. Users can fetch transactions on demand or set up nightly auto-sync for convenience. BudgetSheet ensures that your data remains in your own spreadsheet without storing transaction history, making it a secure and flexible alternative to traditional budgeting apps.
BudgetSheet is built on PCI and SOC-compliant AWS infrastructure, which means it adheres to strict security standards to protect your financial data. It does not store transaction history, ensuring that your sensitive information remains within your own Google Sheets environment. This focus on security provides users with peace of mind while managing their finances.
Yes, BudgetSheet offers a free trial for 15 days, allowing users to explore its features and functionalities without any commitment. This trial period enables you to experience how BudgetSheet can enhance your budgeting and financial management processes within Google Sheets.
BudgetSheet can connect to a wide range of financial accounts, including checking accounts, savings accounts, credit cards, investments, and loans. It supports connections to over 10,000 financial institutions worldwide, making it versatile for various budgeting needs.