Banking to Google Sheets

Automatically Export & Sync Banking Data to Google Sheets

Banking
a black arrow pointing to the right
Google Sheets
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Balances
Balances-Recent
Transactions-AllAvailable
Transactions-Last X days
Date Rangable
InvestmentTransactions-All
InvestmentTransactions-Last X days
Date Rangable
InvestmentHoldings
InvestmentHoldings+RealtimeStocks
Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]
Liabilities-Credit
Liabilities-Mortgage
Liabilities-Student

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Banking.

If you only need to export your data one time, check the website of Banking to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Banking.
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Scopes

Flatly provisions and manages its own App Folder in Google Drive, which contains Google Sheets files, CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your Google Drive, share with members of your team or link to using Google Sheets scripting. Unlike other apps, Flatly does not request overly broad access to all folders, files and sheets in your Google Drive.

Flatly also requests your Google Account email address, to help you keep track of which Google Drive (belonging to which Google Account) you have shared in certain sync jobs in Flatly.

Google Data Studio reads Google Sheets files in Google Drive directly. Google Sheets provides powerful filtering and views.

File Formats

Google Sheets (Parsed)
Google Sheets (Raw)
XLSX (Parsed)
XLSX (Raw)
CSV File

Integration Flow

Setup

Step 1

Select Banking from the Data Source dropdown and Google Sheets from the Data Destination dropdown.

Step 2

Authorize Banking with your credentials using the Plaid (OAuth) flow.

Step 3

Authorize Google Sheets with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 11 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

Hightop (Plaid) Transactions, Balances
Huntington Bank (Plaid) Transactions, Balances
Hancock Whitney (Plaid) Transactions, Balances
HAPO Community Credit Union (Plaid) Transactions, Balances
Hudson Valley Credit Union (Plaid) Transactions, Balances
Happy State Bank - Online Banking (Plaid) Transactions, Balances
Happy State Bank - Cash Management (Plaid) Transactions, Balances
Heartland Bank and Trust Company (Plaid) Transactions, Balances
Heritage Federal Credit Union (Plaid) Transactions, Balances
Horizon Bank (IN) (Plaid) Transactions, Balances
Hawaii State Federal Credit Union (Plaid) Transactions, Balances
Hills Bank (Plaid) Transactions, Balances
HSBC Online Banking (CA) (Plaid) Transactions, Balances
Hiway Credit Union (Plaid) Transactions, Balances
Harborstone Credit Union (Plaid) Transactions, Balances
Hanmi Bank (Plaid) Transactions, Balances
Heritage Bank - Personal (Plaid) Transactions, Balances
Horizon Credit Union (Plaid) Transactions, Balances
HomeStreet Bank - Personal (Plaid) Transactions, Balances
HomeStreet Bank - Business (Plaid) Transactions, Balances
Hanscom Federal Credit Union (Plaid) Transactions, Balances
HomeTrust Bank - Personal Banking (Plaid) Transactions, Balances
Heritage South Community Credit Union (Plaid) Transactions, Balances
Hawaii Community Federal Credit Union (Plaid) Transactions, Balances
Honor Credit Union (Plaid) Transactions, Balances
Home Bank - Personal (Plaid) Transactions, Balances
Home Bank - Business (Plaid) Transactions, Balances
HawaiiUSA Federal Credit Union (Plaid) Transactions, Balances
Heritage South CU (Plaid) Transactions, Balances
Home Depot Credit Card - Personal Credit Card (Plaid) Transactions, Balances
HarborOne Bank - Personal Banking (Plaid) Transactions, Balances
Hickam Federal Credit Union (Plaid) Transactions, Balances
H&E Telephone Credit Union (Plaid) Transactions, Balances
H.G. Wellington & Company, Inc (Plaid) Transactions, Balances
HAB Bank (Plaid) Transactions, Balances
Haddon Savings Bank (Plaid) Transactions, Balances
Halstead Bank - The (Plaid) Transactions, Balances
Hamilton Sound Credit Union (Plaid) Transactions, Balances
Hamler State Bank (OH) (Plaid) Transactions, Balances
Hamlin Bank and Trust Company (Plaid) Transactions, Balances
Hancock County Savings Bank - Personal (Plaid) Transactions, Balances
Hancock Federal Credit Union (Plaid) Transactions, Balances
Hancock Investment Services, Inc. - MyStreetscape (Plaid) Transactions, Balances
Hanin Credit Union (Plaid) Transactions, Balances
Hanover Bank - Personal (Plaid) Transactions, Balances
Hanover Bank - Business (Plaid) Transactions, Balances
Hantz Bank - Personal (Plaid) Transactions, Balances
Happy Valley Credit Union (Plaid) Transactions, Balances
Harbor Freight - Credit Card (Plaid) Transactions, Balances
Harbor Pointe Credit Union (Plaid) Transactions, Balances
HarborLight Credit Union (Plaid) Transactions, Balances
Harbour Trust - Trust Reporter (Plaid) Transactions, Balances
Hardin County Bank (Plaid) Transactions, Balances
Hardin County Savings Bank (Plaid) Transactions, Balances
Harford Bank (Plaid) Transactions, Balances
Harleysville Bank (Plaid) Transactions, Balances
Harris County FCU (Plaid) Transactions, Balances
Harrison Building and Loan Association (Plaid) Transactions, Balances
Harrison County Bank (Plaid) Transactions, Balances
Harrison Federal Credit Union (Plaid) Transactions, Balances
Hartford Federal Credit Union (Plaid) Transactions, Balances
Harvard University Employees Credit Union (Plaid) Transactions, Balances
Harvesters Credit Union (Plaid) Transactions, Balances
Harwood State Bank - Personal (Plaid) Transactions, Balances
HAR_CO Maryland Credit Union (Plaid) Transactions, Balances
Haskell National Bank (Plaid) Transactions, Balances
Hastings FCU(Hastings, NE) (Plaid) Transactions, Balances
Hatboro Federal Savings (Plaid) Transactions, Balances
Haven Savings Bank (Plaid) Transactions, Balances
Haverford Trust Company (Trust) (Plaid) Transactions, Balances
Haverhill Co-operative Bank (Plaid) Transactions, Balances
Hawaii Central FCU (Plaid) Transactions, Balances
Hawaii First FCU (Plaid) Transactions, Balances
Hawaii Law Enforcement Federal Credit Union (Plaid) Transactions, Balances
Hawaii National Bank (Plaid) Transactions, Balances
Hawaii National Guard Credit Union-HIS Holding Company (Plaid) Transactions, Balances
Hawaii Pacific FCU (Plaid) Transactions, Balances
Hawaii Schools Credit Union (Plaid) Transactions, Balances
Hawaiian Electric Employees Credit Union (Plaid) Transactions, Balances
Hawaiian Electric Industries, Inc. - Shareholder Access (Plaid) Transactions, Balances
Hawaiian Financial Federal Credit Union (Plaid) Transactions, Balances
Hawthorn Bank (Plaid) Transactions, Balances
Haynes Community FCU (Plaid) Transactions, Balances
Hazlett, Burt & Watson, Inc - Brokerage Account (Plaid) Transactions, Balances
HCI - Employee Benefits Services (Plaid) Transactions, Balances
HD Supply - 401K Retirement Plan (Plaid) Transactions, Balances
HDS Pension Direct (Hitachi Data Systems) (Plaid) Transactions, Balances
Headwaters State Bank (Plaid) Transactions, Balances
Health Advantage Credit Union (Plaid) Transactions, Balances
Health Care Systems Federal Credit Union (Plaid) Transactions, Balances
Health SCOPE Benefits (Plaid) Transactions, Balances
Healthcare and Municipal Employees' Credit Union - Online Banking (Plaid) Transactions, Balances
HealthCare Associates Credit Union (Plaid) Transactions, Balances
Healthcare Employees Federal Credit Union (Plaid) Transactions, Balances
HealthCare First Credit Union (Plaid) Transactions, Balances
Healthcare Plus Federal Credit Union (Plaid) Transactions, Balances
Healthcare Services Credit Union (Plaid) Transactions, Balances
Healthcare Trust of America, Inc. (Plaid) Transactions, Balances
HealthNet Credit Union (Plaid) Transactions, Balances
Heart O Texas Credit Union (Plaid) Transactions, Balances
Heart of Louisiana Credit Union (Plaid) Transactions, Balances
Heartland Bank (OH) - Online Banking (Plaid) Transactions, Balances
Heartland Bank - Online Banking (Plaid) Transactions, Balances
Heartland Bank (Iowa) (Plaid) Transactions, Balances
Heartland Credit Union (IL) (Plaid) Transactions, Balances
Heartland Credit Union (KS) (Plaid) Transactions, Balances
Heartland Credit Union (WI) (Plaid) Transactions, Balances
Heartland CU (MN) (Plaid) Transactions, Balances
Heartland Financial Retirement Services (Plaid) Transactions, Balances
Heartland Financial USA - TrustReporter (Plaid) Transactions, Balances
Heartland Funds (Plaid) Transactions, Balances
Heartland National Bank (Plaid) Transactions, Balances
Heartland Tri-State Bank (Plaid) Transactions, Balances
HEB Debit Card (Plaid) Transactions, Balances
HEB Federal Credit Union (Plaid) Transactions, Balances
Hebron Savings Bank (Plaid) Transactions, Balances
Hefren-Tillotson (Plaid) Transactions, Balances
Heights Auto Workers CU(IL) (Plaid) Transactions, Balances
Helena Community CU (Plaid) Transactions, Balances
Hello Credit Union (Plaid) Transactions, Balances
Helm Bank USA - Personal (Plaid) Transactions, Balances
Helzberg Diamonds Credit Card (Plaid) Transactions, Balances
Henderson Federal Savings Bank (TX) - Personal (Plaid) Transactions, Balances
Henderson State Bank (Plaid) Transactions, Balances
Hendricks County Bank and Trust Company (Plaid) Transactions, Balances
Henley and Company (Plaid) Transactions, Balances
Hennion & Walsh (Plaid) Transactions, Balances
Henrico Credit Union (Plaid) Transactions, Balances
Henry State Bank - Personal (Plaid) Transactions, Balances
Herberger's - Credit Card (Plaid) Transactions, Balances
Hercules Credit Union (Plaid) Transactions, Balances
Hereford Texas Credit Union (Plaid) Transactions, Balances
Heritage Bank (Chicago Southland) - Personal (Plaid) Transactions, Balances
Heritage Bank (Montana) (Plaid) Transactions, Balances
Heritage Bank (Plaid) Transactions, Balances
Heritage Bank (Plaid) Transactions, Balances
Heritage Bank (Marion, Delhi, Hiawatha IA) (Plaid) Transactions, Balances
Heritage Bank (Plaid) Transactions, Balances
Heritage Bank (KS) (Plaid) Transactions, Balances
Heritage Bank (KY) - Business (Plaid) Transactions, Balances
Heritage Bank & Trust - Personal (Plaid) Transactions, Balances
Heritage Bank (MN) (Plaid) Transactions, Balances
Heritage Bank (NE) (Plaid) Transactions, Balances
Heritage Bank of Commerce - Personal (Plaid) Transactions, Balances
Heritage Bank of Nevada (Plaid) Transactions, Balances
Heritage Bank of Schaumburg - Personal (Plaid) Transactions, Balances
Heritage Bank of Schaumburg - Business (Plaid) Transactions, Balances
Heritage Bank of The Ozarks (Plaid) Transactions, Balances
Heritage Community Bank (MO) (Plaid) Transactions, Balances
Heritage Community Bank (TN) (Plaid) Transactions, Balances
Heritage Community Credit Union (Plaid) Transactions, Balances
Heritage Credit Union (Plaid) Transactions, Balances
Heritage Credit Union - Personal Banking (Plaid) Transactions, Balances
Heritage Family Credit Union (VT) (Plaid) Transactions, Balances
Heritage Financial Credit Union (Plaid) Transactions, Balances
Heritage Grove Federal Credit Union (Plaid) Transactions, Balances
Heritage Land Bank (Plaid) Transactions, Balances
Heritage USA Community Credit Union (Plaid) Transactions, Balances
Heritage Valley Credit Union (Plaid) Transactions, Balances
Hershey Federal Credit Union (Plaid) Transactions, Balances
Hewitt Associates - Alcoa (Plaid) Transactions, Balances
HFP Capital Markets LLC (Plaid) Transactions, Balances
HFS Federal Credit Union (Plaid) Transactions, Balances
Hi-Land Credit Union (Plaid) Transactions, Balances
HI529 - Hawaii's College Savings Program (Plaid) Transactions, Balances
Hiawatha Bank & Trust Company - Personal (Plaid) Transactions, Balances
Hiawatha National Bank (Plaid) Transactions, Balances
Hibernia Bank (Plaid) Transactions, Balances
Hickory Point & Click - Personal (Plaid) Transactions, Balances
Hicksville Bank (Plaid) Transactions, Balances
Hidden River Credit Union (Plaid) Transactions, Balances
High Country Bank (Plaid) Transactions, Balances
High Peaks Federal Credit Union (Plaid) Transactions, Balances
High Plains Bank (HPBGO) (Plaid) Transactions, Balances
High Point Federal Credit Union (Plaid) Transactions, Balances
Highbeam (Plaid) Transactions, Balances
Highland Bank (Plaid) Transactions, Balances
Highland State Bank (Highland, WI) (Plaid) Transactions, Balances
Highlands Community Bank (Plaid) Transactions, Balances
Highmark Federal Credit Union (Plaid) Transactions, Balances
Highpoint Community Bank (Plaid) Transactions, Balances
HighTower - MyStreetscape (Plaid) Transactions, Balances
HighTower Securities LLC - Client Toolkit (Plaid) Transactions, Balances
Hill Bank Company (Plaid) Transactions, Balances
Hillcrest Bank - Personal (Plaid) Transactions, Balances
Hillcrest Bank - Business Online (Plaid) Transactions, Balances
Hillenbrand, Inc. - Stock Option Plan (Wealth Views) (Plaid) Transactions, Balances
Hilliard Lyons Trust Company - Client Portal (Plaid) Transactions, Balances
Hillsboro Bank - Personal (Plaid) Transactions, Balances
Hilltop Bank - Personal (Plaid) Transactions, Balances
Hilltop Bank - Business (Plaid) Transactions, Balances
Hilltop National Bank Retirement (Participant) (Plaid) Transactions, Balances
Hingham Institution for Savings - Personal (Plaid) Transactions, Balances
Hingham Institution for Savings - Business (Plaid) Transactions, Balances
Hinsdale Bank & Trust Company N.A. - .COMmunity Banking (Plaid) Transactions, Balances
Hinsdale Bank & Trust Company N.A. - iBusiness Banking (Plaid) Transactions, Balances
Hirtle, Callaghan & Co. (Plaid) Transactions, Balances
HMBradley (Plaid) Transactions, Balances
HNB Bank (Plaid) Transactions, Balances
HNB First Bank (Plaid) Transactions, Balances
Hocking Valley Bank (Plaid) Transactions, Balances
Hodge Bank & Trust Company (Plaid) Transactions, Balances
Hoffman Estates Community Bank - Personal (Plaid) Transactions, Balances
Hoffman Estates Community Bank - Business (Plaid) Transactions, Balances
Holcomb Bank (Plaid) Transactions, Balances
Holladay Bank & Trust (Plaid) Transactions, Balances
Holley Credit Union (Plaid) Transactions, Balances
HollisWealth - Client Access (Plaid) Transactions, Balances
Holston Methodist Credit Union (Plaid) Transactions, Balances
Holy Rosary Credit Union (NH) (Plaid) Transactions, Balances
Holy Rosary Credit Union (MO) (Plaid) Transactions, Balances
Holyoke Credit Union - Personal (Plaid) Transactions, Balances
Home Bank & Trust Co (Plaid) Transactions, Balances
Home Bank of California (Plaid) Transactions, Balances
Home Bank SB (Plaid) Transactions, Balances
Home Banking Company (TN) - Personal (Plaid) Transactions, Balances
Home Depot Commercial Revolving Charge Card - Citi Card (Plaid) Transactions, Balances
Home Federal Bank (Plaid) Transactions, Balances
Home Federal Bank (Tennessee) (Plaid) Transactions, Balances
Home Federal Bank (KY, TN) (Plaid) Transactions, Balances
Home Federal Bank (Nebraska) - Personal (Plaid) Transactions, Balances
Home Federal Bank Louisiana (Plaid) Transactions, Balances
Home Federal of Grand Island - Personal (Plaid) Transactions, Balances
Home Federal Savings Bank (Plaid) Transactions, Balances
Home Furnishings - Citi Card (Plaid) Transactions, Balances
Home Loan Investment Bank - Personal (Plaid) Transactions, Balances
Home Loan State Bank (Grand Junction, CO) (Plaid) Transactions, Balances
Home National Bank (Plaid) Transactions, Balances
Home National Bank (Thorntown) (Plaid) Transactions, Balances
Home Savings and Loan Association of Norborne, F.A. - Personal (Plaid) Transactions, Balances
Home Savings Bank (UT) (Plaid) Transactions, Balances
Home Savings Bank (Chanute, KS) - Personal (Plaid) Transactions, Balances
Home State Bank - Personal (Plaid) Transactions, Balances
Home State Bank (Jefferson IA) - Personal (Plaid) Transactions, Balances
Home State Bank (Royal, Iowa) - Personal (Plaid) Transactions, Balances
Home State Bank (Plaid) Transactions, Balances
Home Trust & Savings Bank - Personal (Plaid) Transactions, Balances
HomeBank (MO) (Plaid) Transactions, Balances
HomeBank @(Seagoville, TX) (Plaid) Transactions, Balances
Homebase Money (Plaid) Transactions, Balances
Homefield Credit Union (Formerly Grafton Suburban Credit Union) (Plaid) Transactions, Balances
Homeland Bank (LA) (Plaid) Transactions, Balances
Homeland Community Bank (Plaid) Transactions, Balances
Homeland Credit Union (Plaid) Transactions, Balances
HomePride Bank (Plaid) Transactions, Balances
HomEq Servicing (Plaid) Transactions, Balances
Homestead Bank (Plaid) Transactions, Balances
Homestead Savings Bank - Personal (Plaid) Transactions, Balances
HomeTown Bank (MN) (Plaid) Transactions, Balances
HomeTown Bank (TX) (Plaid) Transactions, Balances
HomeTown Bank (VA) (Plaid) Transactions, Balances
Hometown Bank - Personal (Plaid) Transactions, Balances
HomeTown Bank (MN) - Cash Management (Plaid) Transactions, Balances
Hometown Bank - Business (Plaid) Transactions, Balances
Hometown Bank of Alabama (Plaid) Transactions, Balances
Hometown Bank of Pennsylvania (Plaid) Transactions, Balances
Hometown Bank of the Hudson Valley (Plaid) Transactions, Balances
Hometown Community Banks - Business (Plaid) Transactions, Balances
Hometown Community Banks - Personal (Plaid) Transactions, Balances
Hometown Credit Union (Plaid) Transactions, Balances
Hometown National Bank (Plaid) Transactions, Balances
HomeTown National Bank (Longview, WA) (Plaid) Transactions, Balances
Homewood Federal Savings Bank - Personal (Plaid) Transactions, Balances
Honda Credit Union (Plaid) Transactions, Balances
Honda Power Equipment - Citi Card (Plaid) Transactions, Balances
Honda Powersports - Citi Card (Plaid) Transactions, Balances
Honeywell Savings Program (Plaid) Transactions, Balances
Honor Bank (Plaid) Transactions, Balances
Hoosier Heartland State Bank (Plaid) Transactions, Balances
Hoosier Hills CU (Plaid) Transactions, Balances
Hoosier United Credit Union (Plaid) Transactions, Balances
Hope Credit Union (Plaid) Transactions, Balances
Hope Federal Credit Union (Plaid) Transactions, Balances
Hopewell Chemical Credit Union (Plaid) Transactions, Balances
Hopewell Federal Credit Union (Plaid) Transactions, Balances
Horatio State Bank (Plaid) Transactions, Balances
Horicon Bank (Plaid) Transactions, Balances
Horizon Bank (Plaid) Transactions, Balances
Horizon Bank (Nebraska) (Plaid) Transactions, Balances
Horizon Community Bank (Plaid) Transactions, Balances
Horizon Credit Union (UT) (Plaid) Transactions, Balances
Horizon Credit Union (TN) (Plaid) Transactions, Balances
Horizon FCU (PA) (Plaid) Transactions, Balances
Horizon Financial Bank - Online Banking (Plaid) Transactions, Balances
Horizon Utah Federal Credit Union (Plaid) Transactions, Balances
Horizons North Credit Union (Plaid) Transactions, Balances
Hornor, Townsend & Kent, Inc. (Plaid) Transactions, Balances
Horwitz & Associates, Inc - Client Toolkit (Plaid) Transactions, Balances
HostedTrustedAuth Bank (Plaid) Transactions, Balances
Houghton State Bank (Plaid) Transactions, Balances
Houndstooth Bank (Plaid) Transactions, Balances
Houston Astros Mastercard (Plaid) Transactions, Balances
Houston Belt & Terminal Federal Credit Union (Plaid) Transactions, Balances
Houston Federal Credit Union (Plaid) Transactions, Balances
Houston Highway Credit Union (Plaid) Transactions, Balances
Houston Police Credit Union (Plaid) Transactions, Balances
Houston Texas Firefighters Credit Union (Plaid) Transactions, Balances
Houston Trust Company (Plaid) Transactions, Balances
Howard Bank - Business (Plaid) Transactions, Balances
Howe Barnes (Plaid) Transactions, Balances
Hoyne Savings Bank - Personal (Plaid) Transactions, Balances
HP Home Store Card (Plaid) Transactions, Balances
HP-Your Benefits Connection (Plaid) Transactions, Balances
HPC Credit Union (Plaid) Transactions, Balances
HR Solutions @ccess (Plaid) Transactions, Balances
HSLC (Plaid) Transactions, Balances
HSLC - Business (Plaid) Transactions, Balances
HSN - Credit Card (Plaid) Transactions, Balances
HTM Area Credit Union (Plaid) Transactions, Balances
HUD Federal Credit Union (Plaid) Transactions, Balances
Hudson River Community Credit Union (Plaid) Transactions, Balances
Hughes Federal Credit Union (Plaid) Transactions, Balances
Human Interest (Plaid) Transactions, Balances
Huntingdon Valley Bank - Personal (Plaid) Transactions, Balances
Huntingdon Valley Bank - Business (Plaid) Transactions, Balances
Huntington Beach Employees Credit Union (Plaid) Transactions, Balances
Huntington C&O Railway Employees Credit Union (WV) (Plaid) Transactions, Balances
Huntington C&O Railway Employees Credit Union (WV) (Plaid) Transactions, Balances
Huntington Federal Savings Bank (Plaid) Transactions, Balances
Huntingtonized Credit Union (Plaid) Transactions, Balances
Huntleigh Securities - Client Access (Plaid) Transactions, Balances
Huron Area Education Credit Union (Plaid) Transactions, Balances
Huron Community Bank (Plaid) Transactions, Balances
Huron National Bank (Plaid) Transactions, Balances
Huron Valley State Bank (Plaid) Transactions, Balances
Hussman Funds (Plaid) Transactions, Balances
Hyde Park Bank - Personal (Plaid) Transactions, Balances
Hyde Park Bank - Business (Plaid) Transactions, Balances
Hyden Citizens Bank (Plaid) Transactions, Balances
Hyperion Bank (Plaid) Transactions, Balances
Hyundai Motor Finance (Plaid) Transactions, Balances

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