Open Banking Google Sheets

FennecFox
FennecFox Posts: 5 Forumite
Ninth Anniversary Combo Breaker
edited 6 November 2023 at 1:23PM in Budgeting & bank accounts
Hello Money Savers!

Has anyone had any experience of using a google sheets add-on to export bank transactions directly into a budgeting spreadsheet?

Do you have any recommendations?

For context:

To manage my money, I used Money Dashboard (MD) in conjunction with a budget spreadsheet on Google Sheets.

I’d categorise my spending in MD and manually input the total spend of each category into my spreadsheet. This would then track my savings, spending and calculate my budget for the following month.

Since the closure of MD I’m interested in skipping out the ‘middle man’ app using open banking to directly link my bank to my budget and streamline the process. Is this possible?

Comments

  • friolento
    friolento Posts: 2,212 Forumite
    1,000 Posts First Anniversary Name Dropper Photogenic
    I doubt that end usrrs will ever be able to use the Open Banking API through apps like Google Sheets. You need to be an authorised organisation to gain access, and I doubt Google would ever get, or want to get, the required authority. You can read up about OB on https://www.openbanking.org.uk/faqs/
  • This exists. Nordveld does this. I got it to work 6 months ago but then didnt get around to building what I needed. I have tried again but as I didnt pay it no longer seems to work. I cant workout out to get it working again and getting back into it now and found your post.  There is another product called Tiller as well. I am looking for the best solution now too - so do let me know if you found anything else

    thanks
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