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

VyStar Credit Union (Plaid) Transactions, Balances
Veridian Credit Union (Plaid) Transactions, Balances
Vanguard (Plaid) Transactions, Balances
Valley Strong Credit Union (Plaid) Transactions, Balances
Vantage West Credit Union (Plaid) Transactions, Balances
Visions Federal Credit Union (Plaid) Transactions, Balances
VeraBank (Plaid) Transactions, Balances
Vibe Credit Union (Plaid) Transactions, Balances
Valley Bank - Personal (Plaid) Transactions, Balances
Valley Bank - Business (Plaid) Transactions, Balances
Valley Bank - Commerical Online Banking (Plaid) Transactions, Balances
Virginia Credit Union (Plaid) Transactions, Balances
Virginia Credit Union - Business (Plaid) Transactions, Balances
Velocity Credit Union (Plaid) Transactions, Balances
Valley First Credit Union (Plaid) Transactions, Balances
Vermont Federal Credit Union (Plaid) Transactions, Balances
Verity Credit Union - Personal (Plaid) Transactions, Balances
Vio Bank - Personal (Plaid) Transactions, Balances
Vantage Credit Union (Plaid) Transactions, Balances
Velocity Community Credit Union (Plaid) Transactions, Balances
Victoria's Secret Angel Credit Card (Plaid) Transactions, Balances
Vision Bank (Plaid) Transactions, Balances
Valley Federal Credit Union (Plaid) Transactions, Balances
Verve, a Credit Union (Plaid) Transactions, Balances
Vantage Bank Texas - Personal Online Banking (Plaid) Transactions, Balances
Vantage Bank Texas - Business (Plaid) Transactions, Balances
V.P. Credit Union (Plaid) Transactions, Balances
VA Desert Pacific FCU (Plaid) Transactions, Balances
Vacationland Federal Credit Union (Plaid) Transactions, Balances
Valley Agriculture Federal Credit Union (Plaid) Transactions, Balances
Valley Bank - Dundas (Plaid) Transactions, Balances
Valley Bank Minnesota - Frandsen Fin. (Plaid) Transactions, Balances
Valley Bank of Commerce (Plaid) Transactions, Balances
Valley Bank of Helena (Plaid) Transactions, Balances
Valley Bank of Kalispell (Plaid) Transactions, Balances
Valley Bank of Nevada (Plaid) Transactions, Balances
Valley Bank of Nevada - Business (Plaid) Transactions, Balances
Valley Banks (Plaid) Transactions, Balances
Valley Central Savings Bank (Plaid) Transactions, Balances
Valley Community Bank (IL) (Plaid) Transactions, Balances
Valley Community Credit Union (Plaid) Transactions, Balances
Valley Credit Union - Online Banking (Canada) (Plaid) Transactions, Balances
Valley Credit Union (Oregon) (Plaid) Transactions, Balances
Valley Credit Union (Texas) (Plaid) Transactions, Balances
Valley Educators Credit Union (Plaid) Transactions, Balances
Valley First - Personal and Small Business (Plaid) Transactions, Balances
Valley Forge Pension Management,inc (Plaid) Transactions, Balances
Valley Isle Community - Federal Credit Union (Plaid) Transactions, Balances
Valley Oak Credit Union (Plaid) Transactions, Balances
Valley State Bank (Plaid) Transactions, Balances
Valley State Bank (Alabama) (Plaid) Transactions, Balances
ValleyStar Credit Union (Plaid) Transactions, Balances
Valliance Bank (Plaid) Transactions, Balances
Valliance Bank - Cash Management (Plaid) Transactions, Balances
Valor Bank - Personal (Plaid) Transactions, Balances
Value City Furniture - Credit Card (Plaid) Transactions, Balances
ValueBank Texas (Plaid) Transactions, Balances
Valwood Park Credit Union (Plaid) Transactions, Balances
Van Cortlandt Cooperative Federal Credit Union (Plaid) Transactions, Balances
Van Wert Federal Savings Bank (Van Wert, OH) (Plaid) Transactions, Balances
Vancity - Personal Banking (Plaid) Transactions, Balances
Vancity - Business Banking (Plaid) Transactions, Balances
Vancity Community Investment Bank - Visa (Plaid) Transactions, Balances
Vancity Visa (Plaid) Transactions, Balances
Vancouver Canucks Visa (Plaid) Transactions, Balances
Vanderbilt University Employees Credit Union (Plaid) Transactions, Balances
Vantage Benefits (Plaid) Transactions, Balances
Vantage Point Credit Union (Plaid) Transactions, Balances
VantageOne Credit Union - Online Banking (Plaid) Transactions, Balances
Varo Bank (Plaid) Transactions, Balances
Varsity Bank (Plaid) Transactions, Balances
Vasco Credit Union (Plaid) Transactions, Balances
Vast Bank (Plaid) Transactions, Balances
VATAT Credit Union (Plaid) Transactions, Balances
Vaughan & Associates Inc. - Participant (Plaid) Transactions, Balances
Veba Trust - Member Login (Plaid) Transactions, Balances
Vectra Bank (CO) - Personal (Plaid) Transactions, Balances
Vectra Bank (CO) - Business (Plaid) Transactions, Balances
Velo (by East West Bank) (Plaid) Transactions, Balances
Venecredit Securities (Plaid) Transactions, Balances
Venmo - Personal (Plaid) Transactions, Balances
Ventura County Credit Union (Plaid) Transactions, Balances
Venture Credit Union (Canada) (Plaid) Transactions, Balances
Vergo (Plaid) Transactions, Balances
Verimore Bank (Plaid) Transactions, Balances
Verisight - Benefitwebaccess Participant (Plaid) Transactions, Balances
Veritas Federal Credit Union (Plaid) Transactions, Balances
Veritas Funding (Plaid) Transactions, Balances
Veritex Community Bank (Plaid) Transactions, Balances
Verizon Visa Card (Plaid) Transactions, Balances
Vermilion Bank (Louisiana) (Plaid) Transactions, Balances
Vermilion Valley Bank (Plaid) Transactions, Balances
Vermillion Credit Union (Plaid) Transactions, Balances
Vermillion Credit Union (Plaid) Transactions, Balances
Vermillion FCU (Plaid) Transactions, Balances
Vermillion State Bank (Plaid) Transactions, Balances
Vermont Student Assistance Corporation (VSAC) (Plaid) Transactions, Balances
Vermont VA Federal Credit Union (Plaid) Transactions, Balances
Versailles Savings & Loan (Plaid) Transactions, Balances
Vertical Capital Markets Group - Client Access (Plaid) Transactions, Balances
Verus Bank - Personal (Plaid) Transactions, Balances
Verus Bank of Commerce (Plaid) Transactions, Balances
Vesdata (Plaid) Transactions, Balances
vFinance, Inc. (Plaid) Transactions, Balances
Viably (Plaid) Transactions, Balances
Vibrant Credit Union (Plaid) Transactions, Balances
Victoria City-County Employees FCU (Plaid) Transactions, Balances
Victoria Federal Credit Union (Plaid) Transactions, Balances
Victory Credit Union (Plaid) Transactions, Balances
Victory State Bank (Plaid) Transactions, Balances
VIGO County Federal Credit Union (Terre Haute, IN) (Plaid) Transactions, Balances
VII Peaks Capital LLC (Plaid) Transactions, Balances
Viking Bank (Plaid) Transactions, Balances
Viking State Bank and Trust (Plaid) Transactions, Balances
Vikings Visa (Plaid) Transactions, Balances
Villa Grove State Bank (Plaid) Transactions, Balances
Village Bank (MN) - Personal (Plaid) Transactions, Balances
Village Bank (MN) - Business (Plaid) Transactions, Balances
Village Bank (VA) - Personal & Business (Plaid) Transactions, Balances
Village Bank & Trust N.A. - iBusiness Banking (Plaid) Transactions, Balances
Village Bank & Trust N.A. - .COMmunity Banking (Plaid) Transactions, Balances
Vinings Bank - Personal (Plaid) Transactions, Balances
Vintage Bank Kansas (KS) (Plaid) Transactions, Balances
Vinton County National Bank - Personal (Plaid) Transactions, Balances
Vinton County National Bank - Business (Plaid) Transactions, Balances
Virgin America Visa - Signature Credit Card (Plaid) Transactions, Balances
Virginia 529 College Savings Plan (Plaid) Transactions, Balances
Virginia Beach Schools Federal Credit Union (Plaid) Transactions, Balances
Virginia Coop Credit Union (Plaid) Transactions, Balances
Virginia Heritage Bank (Plaid) Transactions, Balances
Virginia National Bank - Personal (Plaid) Transactions, Balances
Virginia National Bank - Business (Plaid) Transactions, Balances
Virginia Partners Bank (Plaid) Transactions, Balances
Virginia Retirement System - Deferred Compensation Plan (Plaid) Transactions, Balances
Virginia Retirement System - myVRS (Plaid) Transactions, Balances
Vision Bank (MN) - Personal (Plaid) Transactions, Balances
Vision Brokerage Services, LLC - MyStreetscape (Plaid) Transactions, Balances
Vision Credit Union - Online Banking (Plaid) Transactions, Balances
Vision One Credit Union (Plaid) Transactions, Balances
VISIONBank (ND) (Plaid) Transactions, Balances
VISIONBank (Plaid) Transactions, Balances
VisionBank of Iowa (Plaid) Transactions, Balances
Vista 401k (Plaid) Transactions, Balances
Vista Bank (TX) - Personal (Plaid) Transactions, Balances
Vista Bank (TX) - Treasury eServices (Plaid) Transactions, Balances
Vital Federal Credit Union (Plaid) Transactions, Balances
Vocality Community Credit Union (Plaid) Transactions, Balances
Volkswagen Service Card - Citi Card (Plaid) Transactions, Balances
Volunteer Federal (Plaid) Transactions, Balances
Volunteer State Bank - Online Banking (Plaid) Transactions, Balances
Voya - ADP TotalSource Retirement Savings Plan (Plaid) Transactions, Balances
Voya - The Kidsheart 401(k) Profit Sharing Plan (Plaid) Transactions, Balances
Voya Financial - Thomson Reuters (Plaid) Transactions, Balances
Voya Financial - Voya Services Company (Plaid) Transactions, Balances
Voya Financial Partners (formerly ING) (Plaid) Transactions, Balances
Voya Retirement - ABA Retirement Funds (Plaid) Transactions, Balances
Voya Retirement - Aetna 401k (Plaid) Transactions, Balances
Voya Retirement - Akin Gump Strauss Hauer & Feld LLP (Plaid) Transactions, Balances
Voya Retirement - Alliance Bernstein 401k Plan (Plaid) Transactions, Balances
Voya Retirement - Aon PEP (Plaid) Transactions, Balances
Voya Retirement - Archdiocese of New Orleans 401k Plan (Plaid) Transactions, Balances
Voya Retirement - Atos 401k Savings Plan (Plaid) Transactions, Balances
Voya Retirement - Baker Botts L.L.P. 401k and Savings Plan (Plaid) Transactions, Balances
Voya Retirement - Baxter Savings Plans (Plaid) Transactions, Balances
Voya Retirement - Best Buy Retirement Savings Plan (Plaid) Transactions, Balances
Voya Retirement - Boyd Gaming Corp 401k Plan and Trust (Plaid) Transactions, Balances
Voya Retirement - Calpers Supplemental Income Plans (Plaid) Transactions, Balances
Voya Retirement - CalSTRS Pension2 (Plaid) Transactions, Balances
Voya Retirement - CenterPoint Energy Savings Plan (Plaid) Transactions, Balances
Voya Retirement - CIRS 401k (Plaid) Transactions, Balances
Voya Retirement - City of Los Angeles (Plaid) Transactions, Balances
Voya Retirement - City of Los Angeles DC Plan (Plaid) Transactions, Balances
Voya Retirement - CNS 401k Plan (Plaid) Transactions, Balances
Voya Retirement - DAIMLER Retirement Savings Plan (Plaid) Transactions, Balances
Voya Retirement - DaVita Retirement Savings Plan (Plaid) Transactions, Balances
Voya Retirement - Fluor Corporation Retirement Plans (Plaid) Transactions, Balances
Voya Retirement - Freudenberg-NOK General Partnership 401k Plan (Plaid) Transactions, Balances
Voya Retirement - Gibson, Dunn & Crutcher Retirement Plan (Plaid) Transactions, Balances
Voya Retirement - Gwinnett County Retirement Plans (Plaid) Transactions, Balances
Voya Retirement - Hearst Benefits Wealth - Retirement Savings (Plaid) Transactions, Balances
Voya Retirement - Huber 401k Investment Program (Plaid) Transactions, Balances
Voya Retirement - Hunter Douglas Inc Savings 401k (Plaid) Transactions, Balances
Voya Retirement - Indiana Public Retirement System (Plaid) Transactions, Balances
Voya Retirement - Lubrizol Profit Sharing and Savings Plan (Plaid) Transactions, Balances
Voya Retirement - MasterCard Retirement Plan (Plaid) Transactions, Balances
Voya Retirement - Motorola Solutions 401K Plan (Plaid) Transactions, Balances
Voya Retirement - NAPA Profit Sharing Plans (Plaid) Transactions, Balances
Voya Retirement - Nestle SmartSavings Program (Plaid) Transactions, Balances
Voya Retirement - Nissan 401(k) (Plaid) Transactions, Balances
Voya Retirement - Occidental Petroleum Corporation (Plaid) Transactions, Balances
Voya Retirement - Oregon Savings Growth Plan (Plaid) Transactions, Balances
Voya Retirement - Pella Corporation 401k (Plaid) Transactions, Balances
Voya Retirement - PERS/OPSRP Individual Account Program (Plaid) Transactions, Balances
Voya Retirement - Publix 401k SMART Plan (Plaid) Transactions, Balances
Voya Retirement - Refinitiv Retirement Plan (Plaid) Transactions, Balances
Voya Retirement - Serco Inc. 401(k) Retirement Plan (Plaid) Transactions, Balances
Voya Retirement - Spirit AeroSystems Retirement (Plaid) Transactions, Balances
Voya Retirement - State of Michigan 401k/457 Plan (Plaid) Transactions, Balances
Voya Retirement - Sunlife Savings and Advantage Plan (Plaid) Transactions, Balances
Voya Retirement - SUPERVALU STAR 401k Plan (Plaid) Transactions, Balances
Voya Retirement - The MYR Group 401k (Plaid) Transactions, Balances
Voya Retirement - United Launch Alliance 401k Savings and Retirement Plan (Plaid) Transactions, Balances
Voya Retirement - UPS 401k Savings Plan (Plaid) Transactions, Balances
Voya Retirement - Xerox (Plaid) Transactions, Balances
Voya Retirement Plans (Plaid) Transactions, Balances
Voyage Federal Credit Union (Plaid) Transactions, Balances
VSR Financial Services,Inc (Albridge) Solutions, Inc - Client Access (Plaid) Transactions, Balances
Vulcan Value Partners (Plaid) Transactions, Balances

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