Montley Puts Bank Transactions in Your Google Sheet

Field notes

The setup flow uses Plaid for a read-only institution connection, then writes formatted updates to either a prepared spreadsheet or one already owned in Google Drive. The page shows transaction fields such as date, description, category, and amount, alongside a SUMIFS example for custom reporting. Montley states that transaction rows remain in the user’s Sheet rather than a separate warehouse, while retaining connection details needed to operate the sync. Pricing is listed as $60 per year for one Sheet.