Financial data for Google Sheets

Automate your financial data in Google Sheets.

Connect your bank, card, investment, and payment accounts once. Finsemble keeps a structured Google Sheet in your Drive up to date automatically.

Get your sheet See the sheet

11-day Pro trial. No credit card. Read-only access. Your money cannot move.

A Finsemble sheet open in Google Sheets. The dashboard shows net result, inflows, outflows, net cash position and days of cash across the top, then every connected account with its balance. The Finsemble sidebar is open on the right with sync controls.

What lands in the sheet

Twelve tabs, built and kept current.

Tab	What it holds	Updates
Dashboard	Cash position, inflows and outflows, what changed against last month, and every account balance with net worth.	Every sync
Transactions	Every transaction, with a readable category you can change and your own notes.	Every sync
Budget	Monthly targets against what you actually spent, broken down by category.	Every sync
Forecast	Planned income and expense changes you enter, projected forward month by month against a baseline taken from Budget.	Every sync
Recurring Payments	Subscriptions and repeating charges, with the annual cost worked out.	Every sync
Liabilities	Credit cards, loans and mortgages, with current balances.	Every sync
P&L	Income and expenses mapped to Schedule C accounts, for any month, quarter or year.	Live formulas
Alerts	Keywords you type, and every transaction whose merchant matches one.	Every sync
Balance History	The current balance of each account, and the full history behind it.	Every sync
Holdings	Positions from connected brokerage accounts, with cost basis and gain or loss.	Every sync
Inv. Transactions	Investment activity from those same brokerage accounts.	Every sync
Savings	Coming soon: cashback credits at merchants you already shop at, applied against your plan.	Not yet

Recurring Payments needs Lite or above. Liabilities, Holdings and Inv. Transactions need Pro. Every other tab is on every plan, and the tabs are built whatever your plan, so nothing is lost if you change it.

The Dashboard tab. Cash position, inflows and outflows, what changed against last month, and every account balance with net worth.

Captures from a live sheet. Multi-currency accounts are converted to USD at each sync, with the original amount kept alongside.

How it works

Setup takes about two minutes.

Connect your accounts

Finsemble builds the sheet

A structured Google Sheet appears in your Drive, formatted and populated, in about two minutes.

It stays current

Transactions sync automatically every day, and you can trigger a sync yourself whenever you want one.

Where your data lives

The path your data takes.

Your bank login stops at Plaid. The data stops in your Drive. Finsemble keeps neither.

Read-only access. Finsemble cannot move money or change anything at your bank.
Bank connections run through Plaid, the same layer Venmo and Coinbase use.
No credentials stored. Your bank login is entered with Plaid and never reaches us.
Finsemble can only see the sheet it creates, not the rest of your Drive.
Disconnect whenever you like. Syncing stops, the sheet and its data stay.
It is an ordinary Google Sheet. Add formulas, share it, export it, keep it.

Why this exists

The problem was never the sheet.

I ran finance in spreadsheets for years as a CFO. Keeping them current meant exports, cleanup, and the same manual work every week. I built Finsemble to remove that work.

Comparison

Against a typical budgeting app.

	Finsemble	Typical budgeting apps
Your data stays in Google Sheets	Yes	No
Fully customizable with formulas	Yes	No
All accounts in one unified view	Yes	Yes
Plans from $4/month	Yes	No
Works with your existing Sheets setup	Yes	No
Works with accountants who already use Sheets	Yes	No
Your spreadsheet lives in your Google Drive	Yes	No
Multi-currency with live exchange rates	Yes	No
Crypto visible without skewing cash metrics	Yes	No

Finsemble is not accounting software and does not replace QuickBooks or Xero. It is the data layer underneath, and it works alongside them.

Pricing

What a plan costs.

Free. No auto-sync, and your sheet stays in your Drive.

Lite, per month. For a single bank setup.

Starter, per month. Your full financial picture across banks.

$19

Pro, per month. Investments, loans, and unlimited institutions.

Every new account starts with an 11-day full Pro trial, no credit card. Pricing details

Frequently asked questions

Does Finsemble work with my bank?

Finsemble connects via Plaid, which supports over 12,000 financial institutions in the US and Canada, including Chase, Bank of America, Wells Fargo, Citi, Capital One, and most credit unions. If your bank supports online login, it almost certainly works.

What happens when I click Get your sheet?

You sign in with Google and approve Drive access, which is what lets Finsemble create the sheet in your Drive. Then you connect your bank through Plaid. The whole thing takes about two minutes, and there is a page explaining the Google screen before you reach it.

Is my data safe?

Plaid provides read-only access, so nothing can move money. Your bank credentials are entered with Plaid and never reach Finsemble. Your financial data syncs straight into your own Google Sheet, and we do not keep a copy of it.

Do I need to know how to use Google Sheets?

No. Finsemble creates a fully formatted sheet for you automatically. Everything is set up, labeled, and ready to use. You can open it and understand your finances immediately, with no spreadsheet experience needed.

What happens if I cancel?

Your sheet stays in your Google Drive exactly as it is. Every transaction, formula, and tab remains intact. Syncing stops, but your data is yours permanently.

All your financial accounts. One Google Sheet. Automatically.

Get your sheet See pricing