One quick step before you connect your accounts
One thing to know about the next screen. It takes 10 seconds.
This is what allows Finsemble to create your sheet in your Google Drive.
Choose the right Google account
If you have multiple Google accounts, Google will ask you to pick one. Choose the account where you want your Finsemble spreadsheet to live. Your spreadsheet is created in that account's Google Drive.
Allow Drive access when Google asks
Google will list the permissions Finsemble needs. Make sure the box for Drive access is checked before you click Continue.
If this box is not checked, your sheet cannot be created.
What Finsemble does not do
Finsemble never sees your bank password. Plaid handles bank connections and never shares credentials with us.
Finsemble can only see the spreadsheet it creates for you, nothing else in your Drive.
Your spreadsheet lives in your Drive, not ours. You can revoke access anytime from your Google account settings.