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Frequently Asked Questions

Can Finsemble move money or make payments from my accounts?

No. Finsemble has read-only access to your bank data through Plaid. We can only view your balances and transactions — we can never move money, make payments, or initiate transfers.

Where is my financial data stored?

Your financial data is written to a Google Sheet in your own Google Drive. You own this file completely. Our backend temporarily processes data during sync but does not permanently store your transactions.

How do I disconnect a bank account?

You can disconnect bank accounts from the Finsemble app at finsemble.app. This revokes the Plaid connection and stops future syncs from that institution.

How do I delete my account and data?

Contact us at and we'll delete your account data, revoke Plaid tokens, and remove your Firestore records. Your Google Sheet will remain in your Drive unless you delete it yourself.

Which banks does Finsemble support?

Finsemble connects to 12,000+ financial institutions through Plaid, including most major US banks, credit unions, credit cards, and investment accounts.

Is my data secure?

Yes. Bank authentication is handled entirely by Plaid — we never see your bank login credentials. Data in transit is encrypted with TLS/SSL. Our backend runs on Google Cloud's enterprise infrastructure. See our Privacy Policy for full details.

What happens to my Google Sheet if I stop using Finsemble?

Your sheet stays in your Drive with all the data synced up to that point. It's a standard Google Sheet — it continues to work normally. You just won't receive new syncs.

Why does syncing take a moment?

Every sync rebuilds your entire sheet from scratch — all tabs, all formatting, all formulas. This ensures your sheet is always accurate and up to date, but it takes a few seconds to complete. If you need a faster update, use the ⚡ Express Sync button on your sheet — it updates only your core tabs (transactions, balances, and dashboard) and completes roughly twice as fast.

Why is my sync button disabled?

Each plan includes a daily limit for manual syncs: Free: 0, Lite: 2, Starter: 5, Pro: 40. Once you’ve used your daily allowance, the sync button is disabled until midnight. Your sheet still syncs automatically every day regardless of your manual sync usage. Need more manual syncs? Upgrade your plan →