BudgetSheet imports live bank transactions into Google Sheets via Plaid. 15-day free trial, plans from $6/month. See features, pricing and verdict.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
BudgetSheet is a Google Sheets add-on that imports bank transactions, account balances, and investment data directly into a spreadsheet. It connects to financial institutions through Plaid, so users do not copy rows out of CSV exports or log in to each bank to gather data. The add-on is available from the Google Workspace Marketplace and was created by Vance Lucas of Infinite Rectangles.
Unlike closed budgeting apps, BudgetSheet does not define the budget for you. Data lands in a plain Google Sheet, where users can apply any formula, pivot table, or chart. Optional templates exist, but the spreadsheet remains the source of truth, and users can edit, share, and customize everything. The site positions it as an alternative to Mint for people who want control.
Setup begins by enabling the add-on in a Google account and running Extensions > BudgetSheet > Setup Everything from a spreadsheet. This creates the sheets the add-on uses, including BSA_Transactions. Users then choose Link New Account to connect banks through Plaid, which handles authentication so BudgetSheet never sees bank usernames or passwords.
Two import modes are available. Fetch pulls transactions for a date range, which suits first imports or catch-ups. Sync uses Plaid incremental sync to add, update, and remove changes since the last import. Pending transactions update in place when they settle, and each row carries a TransactionID so reconnects do not create duplicates. Autofetch can run imports nightly.
Core capabilities include transaction imports from checking, savings, credit card, and loan accounts, plus balance tracking for connected accounts. Transactions include a Business column with a cleaned merchant name and a Description column with the full statement text. Investment tracking imports holdings, balances, and transactions from brokerage accounts on the Pro and Business plans.
Additional tools include Autofetch for nightly automatic imports, CSV import, and auto-categorization with custom rules. Security design is part of the pitch: BudgetSheet stores only an encrypted, read-only access token, does not keep transactions in its database, and runs on AWS services described as PCI and SOC compliant.
BudgetSheet is a Google Sheets add-on that imports bank transactions, account balances, and investment data into a spreadsheet through Plaid. It is made by Vance Lucas of Infinite Rectangles and is available from the Google Workspace Marketplace.
Basic costs $6/month or $59/year for up to 5 accounts. Pro costs $8/month or $79/year for up to 30 accounts with investments, and Business costs $20/month or $149/year for up to 100 accounts with investments. All prices are in USD.
Yes. BudgetSheet offers a 15-day free trial with 1 linked bank account. No credit card is required, and there are no feature restrictions during the trial.
BudgetSheet uses Plaid for all bank connections and never sees or stores bank usernames or passwords. It stores only an encrypted, read-only access token, and transactions pass directly to the user's Google Sheet rather than its database.
BudgetSheet supports 10,000+ US and Canadian financial institutions through Plaid. Account types include checking, savings, credit cards, investment accounts, and loans and mortgages. A searchable list is at budgetsheet.com/banks.
Fetch imports transactions for a date range the user chooses, which suits first imports and catch-ups. Sync uses Plaid incremental sync to add, update, and remove transactions since the last import.
The Business plan supports up to 100 linked accounts and is described as used by bookkeepers and small businesses who want live bank data in Google Sheets. Smaller teams can start with Basic or Pro depending on account count.
Yes. BudgetSheet is a Google Sheets add-on, so it needs a Google account and a Google Sheet.