Tool Description


BudgetSheet - Simplify Your Budgeting with Live Bank Data

Effortlessly manage your finances by importing live bank transactions directly into Google Sheets. Say goodbye to manual exports and CSV files.

Core Features

  • Live Bank Transaction Imports: Automatically sync your bank accounts to get real-time transaction updates in your spreadsheet.
  • Supports 10,000+ Financial Institutions: Connect to a wide range of banks and financial institutions worldwide.
  • Customizable Budget Templates: Tailor your budget sheet to fit your specific financial needs and goals.
  • Secure and Reliable: Built on PCI and SOC 2 compliant AWS services, ensuring your financial data is safe and secure.

Perfect For

  • Individuals: Easily track personal expenses, income, and savings without the hassle of manual data entry.
  • Small Business Owners: Monitor business finances, manage cash flow, and generate accurate financial reports.
  • Financial Advisors: Provide clients with up-to-date financial insights and personalized budgeting solutions.
  • Students: Learn essential money management skills and stay on top of student loans and expenses.

Technical Excellence

  • Advanced AI Integration: Utilizes machine learning algorithms to categorize transactions accurately and efficiently.
  • Seamless Integration: Works seamlessly with Google Sheets, allowing you to leverage its full functionality for budgeting.
  • Regular Updates: Continuous improvements and new features to enhance user experience.
  • Community Support: Join a vibrant community of users who share tips, tricks, and best practices.

How to Get Started

  1. Sign up for a BudgetSheet account.
  2. Install the BudgetSheet Add-on in your Google Sheets.
  3. Link your bank accounts securely.
  4. Start importing live bank transactions into your spreadsheet.

Subscription Plans

  • Basic Plan: $5/year - Ideal for individuals managing personal finances.
  • Pro Plan: $25/year - Perfect for small business owners and financial advisors.
  • Enterprise Plan: Custom pricing - Designed for large organizations with complex financial needs.

Interested to get this tool?

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