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

Banking API
Flatly
Google Sheets API
Dashboard

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.

Banking

Airtable Sync

Banking to Airtable Sync

CSV

Banking to CSV

Excel

Banking to Excel

Excel Online

Banking to Excel Online

Smartsheet

Banking to Smartsheet

Walkthrough Video

Extended Data Sources

KeyBank - Key2Benefits (Plaid) Transactions, Balances
KeyBank (Plaid) Transactions, Balances
KEMBA Financial Credit Union (Plaid) Transactions, Balances
Keesler Federal Credit Union (Plaid) Transactions, Balances
Kemba Credit Union (Plaid) Transactions, Balances
Kinecta Federal Credit Union (Plaid) Transactions, Balances
Kinetic Credit Union (Plaid) Transactions, Balances
Kitsap Credit Union (Plaid) Transactions, Balances
Kohler Credit Union (Plaid) Transactions, Balances
Kleberg First National Bank of Kingsville (Plaid) Transactions, Balances
Kirtland Federal Credit Union (Plaid) Transactions, Balances
Kennebunk Savings Bank - Personal (Plaid) Transactions, Balances
Kennebunk Savings Bank - Online Cash Management (Plaid) Transactions, Balances
Kitsap Bank (Plaid) Transactions, Balances
KeySavings Bank (Plaid) Transactions, Balances
Kish Bank (Plaid) Transactions, Balances
Kellogg Community Credit Union (Plaid) Transactions, Balances
Kearny Bank (Plaid) Transactions, Balances
Key Community Bank (Plaid) Transactions, Balances
Kaw Valley Bank (Plaid) Transactions, Balances
Kleberg Bank (Plaid) Transactions, Balances
KeyPoint Credit Union (Plaid) Transactions, Balances
Kansas City Credit Union (Plaid) Transactions, Balances
KS StateBank (Plaid) Transactions, Balances
Katahdin Trust Company (Plaid) Transactions, Balances
Kansas State Bank (Plaid) Transactions, Balances
Kimberly Clark CU (Plaid) Transactions, Balances
Kalsee Credit Union (Plaid) Transactions, Balances
Kentucky Farmers Bank (Plaid) Transactions, Balances
Kennett Trust Bank (Plaid) Transactions, Balances
k-LINK Retirement Plan (Plaid) Transactions, Balances
Kades-Margolis Capital - Retirement Plan Access (Plaid) Transactions, Balances
Kahului Federal Credit Union (Plaid) Transactions, Balances
Kaiperm Federal Credit Union (Plaid) Transactions, Balances
KaiPerm Northwest FCU (OR) (Plaid) Transactions, Balances
Kalamazoo County State Bank (Plaid) Transactions, Balances
Kanaly Trust - Client Access (Plaid) Transactions, Balances
Kane County Teachers Credit Union (Plaid) Transactions, Balances
Kansas Blue Cross Blue Shield CU (Plaid) Transactions, Balances
Kansas City Royals MasterCard (Plaid) Transactions, Balances
Kansas Teachers Community Credit Union (Plaid) Transactions, Balances
KANZA Bank (Plaid) Transactions, Balances
Katahdin Federal Credit Union (Plaid) Transactions, Balances
Kaua'i Federal Credit Union (Plaid) Transactions, Balances
Kauai Teachers FCU (Plaid) Transactions, Balances
Kaw Valley State Bank (Plaid) Transactions, Balances
Kaw Valley State Bank & Trust Company - Personal (Plaid) Transactions, Balances
Kaw Valley State Bank & Trust Company - Business (Plaid) Transactions, Balances
Kawartha Credit Union - Online Banking (Plaid) Transactions, Balances
Kawartha Credit Union - MyCardInfo (Plaid) Transactions, Balances
Kawasaki - Citi Card (Plaid) Transactions, Balances
Kay Jewelers Card (Comenity) (Plaid) Transactions, Balances
Kay Jewelers Credit Card (Plaid) Transactions, Balances
KBR Heritage Federal Credit Union (Plaid) Transactions, Balances
KBR Non Qualified Plans (Plaid) Transactions, Balances
KCB Bank (Plaid) Transactions, Balances
Kearney Trust Company - Personal (Plaid) Transactions, Balances
KEB Hana Bank USA (Plaid) Transactions, Balances
Keefe, Bruyette & Woods Profit Sharing & Retirement Plan (Plaid) Transactions, Balances
Keen Bank (Plaid) Transactions, Balances
Kelly Community Credit Union (Plaid) Transactions, Balances
Kelly Tires - Credit Card (Plaid) Transactions, Balances
Kemba Delta Credit Union (Plaid) Transactions, Balances
Kemba Roanoke Federal Credit Union (VA) - Online Banking (Plaid) Transactions, Balances
Ken Schrader Visa (Plaid) Transactions, Balances
Kendall Bank (Plaid) Transactions, Balances
Kendall State Bank (Plaid) Transactions, Balances
Kennebec Savings Bank (Plaid) Transactions, Balances
Kennedy VA Employees Federal Credit Union (Plaid) Transactions, Balances
Kenny Wallace Visa (Plaid) Transactions, Balances
Kenowa Community Federal Credit Union (Plaid) Transactions, Balances
Kensington Bank (Plaid) Transactions, Balances
Kent Hospital FCU (Plaid) Transactions, Balances
Kentucky Education Savings Plan Trust (Plaid) Transactions, Balances
Kentucky Higher Education - The Student Loan (Plaid) Transactions, Balances
Kern County 457 Deferred Compensation Plan (Plaid) Transactions, Balances
Kerndt Brothers Savings Bank (Plaid) Transactions, Balances
Kerr County Federal Credit Union (Plaid) Transactions, Balances
Kestra - MyWealthscape (Plaid) Transactions, Balances
Kevin LePage Visa (Plaid) Transactions, Balances
Key Investment Services (Plaid) Transactions, Balances
Key Investment Services, LLC (Plaid) Transactions, Balances
Keys Credit Union (Plaid) Transactions, Balances
Keystone Bank (Plaid) Transactions, Balances
Keystone Capital Corporation (Plaid) Transactions, Balances
Keystone Savings Bank (Plaid) Transactions, Balances
Khalsa Credit Union (Plaid) Transactions, Balances
Kia Motors Finance Company (Plaid) Transactions, Balances
Kikoff (Plaid) Transactions, Balances
Killbuck Savings Bank (Killbuck, OH) (Plaid) Transactions, Balances
Kindred Credit Union (Plaid) Transactions, Balances
King Consolidated - Investor Portal (Plaid) Transactions, Balances
King Southern Bank (Plaid) Transactions, Balances
Kings Federal Credit Union (Plaid) Transactions, Balances
Kings Peak Credit Union (Plaid) Transactions, Balances
Kingston Community Credit Union - Online Banking (Plaid) Transactions, Balances
Kingston National Bank - Personal (Plaid) Transactions, Balances
Kingston National Bank - Business (Plaid) Transactions, Balances
Kirkpatrick Bank - Personal (Plaid) Transactions, Balances
Kirkpatrick Bank - Business (Plaid) Transactions, Balances
Kirkwood Bank & Trust - Personal (Plaid) Transactions, Balances
Kirkwood Bank & Trust - Business (Plaid) Transactions, Balances
Kissimmee Utility Authority (Plaid) Transactions, Balances
KIT Federal Credit Union (Plaid) Transactions, Balances
KleiNet eCorp (Plaid) Transactions, Balances
Klover (Plaid) Transactions, Balances
KLS Professional Advisors - Client Access (Plaid) Transactions, Balances
Klutch (Plaid) Transactions, Balances
KM&M (Plaid) Transactions, Balances
KMS Financial Services, Inc - Client (Plaid) Transactions, Balances
Knox County Teachers Federal Credit Union (Plaid) Transactions, Balances
Knoxville Teachers Credit Union (Plaid) Transactions, Balances
Ko'olau Federal Credit Union (formerly Windward Community FCU) (Plaid) Transactions, Balances
Kodabank (Plaid) Transactions, Balances
Kootenay Savings Credit Union - Online Banking (Plaid) Transactions, Balances
Kraftman Credit Union (Plaid) Transactions, Balances
Kraken (Plaid) Transactions, Balances
Kraken (Plaid) Transactions, Balances
Kress National Bank (Plaid) Transactions, Balances
KS Bank (Plaid) Transactions, Balances
Kstate Credit Union (Plaid) Transactions, Balances
KSW FCU (Plaid) Transactions, Balances
Ktrade - Participant (Plaid) Transactions, Balances
Kubota Credit Corporation (Plaid) Transactions, Balances
KV Federal Credit Union (ME) (Plaid) Transactions, Balances
KY Saves 529 (Plaid) Transactions, Balances
Kyle Petty Visa (Plaid) Transactions, Balances

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