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 instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

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") bulk 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

Randolph Brooks Federal Credit Union (Plaid) Transactions, Balances
Regions Bank (Plaid) Transactions, Balances
RadiFi Federal Credit Union (Plaid) Transactions, Balances
Redstone Federal Credit Union (Plaid) Transactions, Balances
Robinhood (Plaid) Transactions, Balances
Robins Financial Credit Union (Plaid) Transactions, Balances
Renasant Bank - Personal (Plaid) Transactions, Balances
Renasant Bank - Business (Plaid) Transactions, Balances
Rally Credit Union (Plaid) Transactions, Balances
Red River Credit Union (Plaid) Transactions, Balances
Republic Bank (Plaid) Transactions, Balances
Republic Bank & Trust Co. - Personal (Plaid) Transactions, Balances
Republic Bank of Chicago - Personal Online Banking (Plaid) Transactions, Balances
Republic Bank of Chicago - Business (Plaid) Transactions, Balances
Rogue Credit Union (Plaid) Transactions, Balances
Rocket Mortgage (Plaid) Transactions, Balances
Royal Credit Union - Personal (Plaid) Transactions, Balances
RCB Bank (Plaid) Transactions, Balances
Resource One Credit Union (Plaid) Transactions, Balances
RBC Royal Bank - InvestEase (Plaid) Transactions, Balances
RBC Royal Bank - Express Online Banking (Plaid) Transactions, Balances
RBC Royal Bank (Plaid) Transactions, Balances
Red River Bank (Plaid) Transactions, Balances
Rivermark Community Credit Union (Plaid) Transactions, Balances
Redwood Credit Union - Legacy (Plaid) Transactions, Balances
Redwood Credit Union - Digital Banking (Plaid) Transactions, Balances
Ridgewood Savings Bank (Plaid) Transactions, Balances
Ridgewood Savings Bank (Plaid) Transactions, Balances
Rockland Federal Credit Union (Plaid) Transactions, Balances
Rockland Trust (Plaid) Transactions, Balances
Rio Grande Credit Union (Plaid) Transactions, Balances
Reliant Community Credit Union (Plaid) Transactions, Balances
Rev Federal Credit Union (Plaid) Transactions, Balances
Rio Bank - Personal (Plaid) Transactions, Balances
Rio Bank - Cash Management (Plaid) Transactions, Balances
Relyance Bank - Personal (Plaid) Transactions, Balances
Relyance Bank - Commercial Banking (Plaid) Transactions, Balances
Republic Bank & Trust Co. - Business (Plaid) Transactions, Balances
RIA Federal Credit Union (Plaid) Transactions, Balances
R Bank Texas (Plaid) Transactions, Balances
R-G Federal Credit Union (Plaid) Transactions, Balances
R. Bruce Tanner & Associates - Participant (Plaid) Transactions, Balances
Rabun County Bank - Personal Online Banking (Plaid) Transactions, Balances
Rabun County Bank - Business (Plaid) Transactions, Balances
Raccoon Valley Bank - Personal (Plaid) Transactions, Balances
Raccoon Valley Bank - Business (Plaid) Transactions, Balances
Racine Municipal Employees Credit Union (Plaid) Transactions, Balances
Radiant Credit Union (Plaid) Transactions, Balances
Radius Credit Union (Plaid) Transactions, Balances
Radius Federal Credit Union (Plaid) Transactions, Balances
Raiders Visa (Plaid) Transactions, Balances
Railway Credit Union (Plaid) Transactions, Balances
Railway Employees Credit Union (Plaid) Transactions, Balances
Raiz Federal Credit Union (Plaid) Transactions, Balances
Rakuten Visa Card (Plaid) Transactions, Balances
Rams Visa (Plaid) Transactions, Balances
Ramsey National Bank & Trust Company (Plaid) Transactions, Balances
Rancho Federal Credit Union (Plaid) Transactions, Balances
Randall State Bank (Plaid) Transactions, Balances
Randy LaJoie Visa (Plaid) Transactions, Balances
Range Bank N.A. (Plaid) Transactions, Balances
Rapport Credit Union - Personal Banking (Plaid) Transactions, Balances
Raritan Bay Credit Union (Plaid) Transactions, Balances
Raritan State Bank (Plaid) Transactions, Balances
Ravalli County Federal Credit Union - Personal (Plaid) Transactions, Balances
Rave Financial (Plaid) Transactions, Balances
Ravens Visa (Plaid) Transactions, Balances
Rawlins National Bank (Plaid) Transactions, Balances
Raymond James (USA) Ltd. (Canadian Institution for Cross-Border Investments) (Plaid) Transactions, Balances
Raymond James Client Access (Plaid) Transactions, Balances
Rayne State Bank - Personal (Plaid) Transactions, Balances
Raytown Lees Summit Community Credit Union (Plaid) Transactions, Balances
RBank of Texas (Plaid) Transactions, Balances
RBC Direct Investing (Plaid) Transactions, Balances
RBC Royal Bank - Wealth Management (Plaid) Transactions, Balances
RBC Wealth Management (Plaid) Transactions, Balances
RCA MasterCard (Plaid) Transactions, Balances
RCM Investments 401(K) (Plaid) Transactions, Balances
RCP Advisors - Investor Login (Plaid) Transactions, Balances
Reading Co-Operative Bank (Plaid) Transactions, Balances
Realty Mogul (Plaid) Transactions, Balances
RealtyShares (Plaid) Transactions, Balances
Recology American Canyon and Vallejo (Plaid) Transactions, Balances
Recology Ashland Sanitary Service (Plaid) Transactions, Balances
Recology Auburn Placer (Plaid) Transactions, Balances
Recology Butte Colusa Counties (Plaid) Transactions, Balances
Recology Del Norte (Plaid) Transactions, Balances
Recology Dixon (Plaid) Transactions, Balances
Recology Golden Gate (Plaid) Transactions, Balances
Recology Humboldt County (Plaid) Transactions, Balances
Recology of the Coast (Pacifica through Miramar) (Plaid) Transactions, Balances
Recology San Mateo County (Plaid) Transactions, Balances
Recology South Bay (Plaid) Transactions, Balances
Recology South Valley and San Benito County (Plaid) Transactions, Balances
Recology Vacaville Solano (Plaid) Transactions, Balances
Red Canoe Credit Union (Plaid) Transactions, Balances
Red Crown Credit Union (Plaid) Transactions, Balances
Red River Federal Credit Union (OK) (Plaid) Transactions, Balances
Red River State Bank (Plaid) Transactions, Balances
Red Rocks Credit Union (Plaid) Transactions, Balances
Red Wing Credit Union (Plaid) Transactions, Balances
Redbrand Credit Union (Plaid) Transactions, Balances
Reddy Kilowatt Credit Union (Plaid) Transactions, Balances
Redican Asset Management (Plaid) Transactions, Balances
Redneck Bank (Plaid) Transactions, Balances
Redskins Visa (Plaid) Transactions, Balances
Redstone Bank - Personal (Plaid) Transactions, Balances
Redstone Bank - Business (Plaid) Transactions, Balances
REDW Business & Financial Advisors (Plaid) Transactions, Balances
Redwood Capital Bank (Plaid) Transactions, Balances
Reelfoot Bank (Plaid) Transactions, Balances
Regal Bank (Plaid) Transactions, Balances
Regal Securities - FSW Client Login (Plaid) Transactions, Balances
Regent Atlantic (Plaid) Transactions, Balances
Regent Bank (Plaid) Transactions, Balances
Region 10 Rams (Plaid) Transactions, Balances
Regional Acceptance Corporation (Plaid) Transactions, Balances
Regional Federal Credit Union (Plaid) Transactions, Balances
Regional Missouri Bank (Plaid) Transactions, Balances
Regional Missouri Bank - Cash Management (Plaid) Transactions, Balances
Regional Water Authority (Plaid) Transactions, Balances
Regions Mortgage (Plaid) Transactions, Balances
Register Financial Associates Inc - Client Access (Plaid) Transactions, Balances
Rehn & Associates - Employee Benefits (Plaid) Transactions, Balances
Relay Financial (Plaid) Transactions, Balances
Reliabank Dakota (Plaid) Transactions, Balances
Reliable Credit Union (Plaid) Transactions, Balances
Reliance Bank (PA) - Personal (Plaid) Transactions, Balances
Reliance Bank (Redefining Service) (Plaid) Transactions, Balances
Reliance Federal Credit Union (Plaid) Transactions, Balances
Reliance India call (Plaid) Transactions, Balances
Reliance State Bank (Plaid) Transactions, Balances
Reliance Trust Company (Plaid) Transactions, Balances
Reliant Bank - Business (Plaid) Transactions, Balances
Relius - Sungard - Participant (Plaid) Transactions, Balances
RelyOn Credit Union (Plaid) Transactions, Balances
RentPlus (Plaid) Transactions, Balances
Repex & Co., Inc. (Plaid) Transactions, Balances
Republic Bank (Duluth, MN) (Plaid) Transactions, Balances
Republic Services 401(k) (Plaid) Transactions, Balances
Research 1166 Federal Credit Union (Plaid) Transactions, Balances
Research Capital (Plaid) Transactions, Balances
Reserve On-Line Access (Plaid) Transactions, Balances
Residential Credit Solutions (Plaid) Transactions, Balances
Resolute Bank (Plaid) Transactions, Balances
Resource Bank - Personal (Plaid) Transactions, Balances
Resource Bank (Plaid) Transactions, Balances
Resource Real Estate (Plaid) Transactions, Balances
Responders Emergency Services Credit Union (Plaid) Transactions, Balances
Restoration Hardware - Credit Card (Plaid) Transactions, Balances
Resurrection Credit Union - Online Banking (Plaid) Transactions, Balances
Retirable (Plaid) Transactions, Balances
Retirement Alliance - Participant Access (Plaid) Transactions, Balances
Retirement Investment Administrators - Participant (Plaid) Transactions, Balances
Retirement LLC (Plaid) Transactions, Balances
Retirement Passport (0304) (Plaid) Transactions, Balances
Retirement Passport - 0119 (Plaid) Transactions, Balances
Retirement Passport - 401k Access - J.M Family Enterprises Inc. (Plaid) Transactions, Balances
Retirement Passport - 401k Access - Sony Music (Plaid) Transactions, Balances
Retirement Passport - Peoples Energy Corp (Plaid) Transactions, Balances
Retirement Plan Consultants - Plan Participant (Plaid) Transactions, Balances
Retirement Savings Plan (Plaid) Transactions, Balances
Retirement Strategies (Plaid) Transactions, Balances
Retirement Strategies Group (Plaid) Transactions, Balances
Revelstoke Credit Union (Plaid) Transactions, Balances
Revere Bank - Business (Plaid) Transactions, Balances
Rhinebeck Bank - Mobile Banking (Plaid) Transactions, Balances
Rho Business Banking (Plaid) Transactions, Balances
Rhode Island Credit Union (Plaid) Transactions, Balances
Rhodes Furniture - Credit Card (Plaid) Transactions, Balances
Rhodes Securities Inc (Plaid) Transactions, Balances
Richland County Bank (Plaid) Transactions, Balances
Richland Credit Union (Plaid) Transactions, Balances
Richmond Heritage Federal Credit Union (Plaid) Transactions, Balances
Richton Bank and Trust Co. (Plaid) Transactions, Balances
Ridge View Bank (Plaid) Transactions, Balances
Ridgedale Federal Credit Union (Plaid) Transactions, Balances
Ridgeline Credit Union (Plaid) Transactions, Balances
RidgeStone Connect (Plaid) Transactions, Balances
Ridgeway & Conger (Plaid) Transactions, Balances
RidgeWorth Funds (Plaid) Transactions, Balances
Riegel Federal Credit Union (Plaid) Transactions, Balances
Riley State Bank (Plaid) Transactions, Balances
Rio Blanco Schools Federal Credit Union (Plaid) Transactions, Balances
Rio Grande Federal Credit Union (Plaid) Transactions, Balances
Rio Grande Valley Credit Union (Plaid) Transactions, Balances
Ripco Credit Union (Plaid) Transactions, Balances
Rising Bank (Plaid) Transactions, Balances
River Bank (WI) - Personal (Plaid) Transactions, Balances
River Bank & Trust (Plaid) Transactions, Balances
River City Bank (KY) (Plaid) Transactions, Balances
River City Bank (GA) - Online Banking (Plaid) Transactions, Balances
River City Bank (CA) - Personal Online Banking (Plaid) Transactions, Balances
River City Bank (CA) - Commercial Online Banking (Plaid) Transactions, Balances
River City Federal Credit Union (Plaid) Transactions, Balances
River Community Credit Union (Plaid) Transactions, Balances
River Falls State Bank (Plaid) Transactions, Balances
River Region Credit Union (Plaid) Transactions, Balances
River Town Bank (Plaid) Transactions, Balances
River Valley Community Bank (CA) (Plaid) Transactions, Balances
River Valley Community Federal Credit Union (Plaid) Transactions, Balances
River Valley Credit Union (MI) (Plaid) Transactions, Balances
River Valley Credit Union (OH) - Online Banking (Plaid) Transactions, Balances
River Wind Bank (Plaid) Transactions, Balances
RiverBank (Spokane, WA) (Plaid) Transactions, Balances
Riverfall Credit Union (Plaid) Transactions, Balances
Riverfront Federal Credit Union (Plaid) Transactions, Balances
RiverHills Bank (MS) - Mobile Banking (Plaid) Transactions, Balances
RiverHills Bank (Plaid) Transactions, Balances
Riverland Bank (Plaid) Transactions, Balances
Riverland Energy Cooperative (Plaid) Transactions, Balances
RiverLand Federal Credit Union (Plaid) Transactions, Balances
Rivers Edge Bank - Retail Online (Plaid) Transactions, Balances
Riverset Credit Union (Plaid) Transactions, Balances
Riverside Community Credit Union (Plaid) Transactions, Balances
Riverstone Bank - Personal (Plaid) Transactions, Balances
Riverstone Bank - Business (Plaid) Transactions, Balances
Rivertown Community Federal Community Union (Plaid) Transactions, Balances
Riverview Bank (Plaid) Transactions, Balances
Riverview Community Bank (Plaid) Transactions, Balances
Riverview Credit Union (Plaid) Transactions, Balances
Riverways Credit Union (Plaid) Transactions, Balances
RiverWood Bank (Plaid) Transactions, Balances
RiverWorks Credit Union (MA) (Plaid) Transactions, Balances
RM Stark and Company (Plaid) Transactions, Balances
Roadloans [Triad Financial Corporation] (Plaid) Transactions, Balances
Roanoke Rapids Savings Bank, SSB - Personal (Plaid) Transactions, Balances
Robert Baird Online (Plaid) Transactions, Balances
Robert Lee State Bank (Plaid) Transactions, Balances
Robert Pressley Visa (Plaid) Transactions, Balances
Robertson Banking (Plaid) Transactions, Balances
Rochelle State Bank (Plaid) Transactions, Balances
Rock Canyon Bank - Personal Online Banking (Plaid) Transactions, Balances
Rock Canyon Bank - Business (Plaid) Transactions, Balances
Rock Valley Credit Union (Plaid) Transactions, Balances
Rocket beta test 2 (Plaid) Transactions, Balances
Rocket City Federal Credit Union (Plaid) Transactions, Balances
Rocket Federal Credit Union (Plaid) Transactions, Balances
Rockland Employees Federal Credit Union (Spring Valley, NY) (Plaid) Transactions, Balances
Rockland Savings Bank, FSB (Plaid) Transactions, Balances
RockPoint Bank (Plaid) Transactions, Balances
Rocky Credit Union (Plaid) Transactions, Balances
Rocky Mountain Bank (MT) (Plaid) Transactions, Balances
Rocky Mountain Bank (Jackson, WY) (Plaid) Transactions, Balances
Rocky Mountain Bank & Trust (Plaid) Transactions, Balances
Rocky Mountain Credit Union (Plaid) Transactions, Balances
Rocky Mountain Emp Benefits-Alliance Benefit Group (Plaid) Transactions, Balances
Rocky Mountain Law Enforcement Federal Credit Union (Plaid) Transactions, Balances
Rolette State Bank (ND) - Personal (Plaid) Transactions, Balances
Rolling F Credit Union (Plaid) Transactions, Balances
Rolling Hills Bank (Plaid) Transactions, Balances
Rollstone Bank & Trust - Personal Online Banking (Plaid) Transactions, Balances
Rollstone Bank & Trust - Commercial (Plaid) Transactions, Balances
Rome Federal Credit Union (Plaid) Transactions, Balances
Rondout Savings Bank (Plaid) Transactions, Balances
RoomPlace - Credit Card (Plaid) Transactions, Balances
Roosevelt & Cross, Inc. (Plaid) Transactions, Balances
Root River State Bank (Plaid) Transactions, Balances
Rosedale Federal Savings & Loan Association (Plaid) Transactions, Balances
Rosenort Credit Union (Plaid) Transactions, Balances
Ross-Simons - Citi Card (Plaid) Transactions, Balances
Roth Capital Partners - Investor Login (Plaid) Transactions, Balances
Round Top State Bank (Plaid) Transactions, Balances
Route 31 Federal Credit Union (Plaid) Transactions, Balances
Routt Federal Credit Union (Plaid) Transactions, Balances
Royal Alliance (Plaid) Transactions, Balances
Royal Asian Bank (Plaid) Transactions, Balances
Royal Bank (Plaid) Transactions, Balances
Royal Banks of Missouri (Plaid) Transactions, Balances
Royal Business Bank - Personal Online Banking (Plaid) Transactions, Balances
Royal Business Bank - Business Online Banking (Plaid) Transactions, Balances
Royal Savings Bank (Plaid) Transactions, Balances
Royce Funds - Open Ended Funds (Plaid) Transactions, Balances
RPG Consultant - Participant (Plaid) Transactions, Balances
RS Investments (Plaid) Transactions, Balances
RSM Mcgladrey - Retirement Link (Plaid) Transactions, Balances
RSNB Bank (Plaid) Transactions, Balances
RTN FCU (Plaid) Transactions, Balances
RTP Federal Credit Union (Plaid) Transactions, Balances
Ruby Money (Plaid) Transactions, Balances
Ruoff Mortgage (Plaid) Transactions, Balances
Rural 1st (Plaid) Transactions, Balances
Rural American Bank Luck (Plaid) Transactions, Balances
Rural Cooperatives Credit Union (Plaid) Transactions, Balances
Russell Country Federal Credit Union (Plaid) Transactions, Balances
Russell Investments (Plaid) Transactions, Balances
Rusty Wallace Visa (Plaid) Transactions, Balances
Rutgers Credit Union (Plaid) Transactions, Balances
Rutherford, Brown & Catherwood, LLC (Plaid) Transactions, Balances
RVA Federal Credit Union (Plaid) Transactions, Balances
RVR Bank (Plaid) Transactions, Balances
Rydex Financial Services - Client (Plaid) Transactions, Balances

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