How to Connect Google Sheets to Your Bank Account

Plenty of people run their money out of a spreadsheet. The annoying part has always been the data entry: logging into each bank, copying balances into a sheet, and doing it again next month before the numbers go stale.

You can skip that. With Aureli you can connect your bank accounts through Open Banking and have a Google Sheet that fills itself in with your balances, assets, debts and net worth, refreshed automatically every morning. This guide shows you how.

What this actually does

Aureli sits between your banks and your spreadsheet and does the plumbing for you, securely, and across every account at once.

Two pieces make it work:

1. Aureli connects to your bank accounts through Open Banking, the FCA-regulated standard for sharing read-only bank data. Aureli receives your balances. It never sees your banking password.
2. Aureli's Google Sheets integration writes that data into a sheet on your own Google Drive and keeps it up to date.

Put them together and you get a living spreadsheet of your finances: current accounts, savings, ISAs, pensions, investments, mortgages and credit cards, plus anything you track manually in Aureli, like a property's market value or a private investment. No copy-pasting, no logging into five banking apps on the first of the month.

The sheet has three tabs:

• Summary: net worth, total assets, total debts, and how many of each you hold.
• Assets: one row per asset, with its ID, name, class, description, native amount and currency, and the value converted to your portfolio currency.
• Debts: the same layout, one row per debt.

Because each row carries a stable ID and both the native and converted currency values, you can build your own

VLOOKUP

,

QUERY

, or pivot table on top without your formulas breaking when you rename something in the app.

The Google Sheets integration is free on every Aureli plan, including the free tier.

Doesn't my bank already do this?

A few do, with caveats. Some banks offer a Google Sheets export, but only on a paid plan, and paying for it only connects that one bank. The moment you hold money somewhere else, the sheet stops telling the whole story. Most banks don't offer anything at all.

That's the gap Aureli closes. It isn't tied to one bank or one account:

• Every account in one sheet. Connect your current accounts, savings, credit cards and investments from every bank you use, and they all land in the same place, not one sheet per bank.
• Net worth, not just transactions. Aureli tracks assets and debts and reports the bottom line, so the sheet answers "what am I worth?" rather than "what did my current account do this week?".
• Free, on every plan. No premium bank tier required.
• Bank-agnostic. Switch banks down the line and the sheet keeps working. You just reconnect the new account.

If your bank already exports to Sheets and you only ever use that one account, its built-in feature might be all you need. Aureli is for everyone else: anyone who wants that connectivity but can't get it through their bank, or can't get it across all their accounts at once.

What you'll need

• A free Aureli account
• At least one bank account connected to Aureli via Open Banking
• A Google account
• About 5 minutes

Step-by-step setup

1. Sign up at aureli.app and connect your bank accounts.

Open Banking handles the connection in the UK and we use Stripe for US accounts. You authenticate with your bank using their own app or web flow, and Aureli receives read-only access to your account balances. Lloyds, Barclays, HSBC, Monzo, Starling, NatWest, Revolut and most major UK banks are supported, along with US bank accounts, so if you bank on both sides of the Atlantic you can bring everything into one portfolio.

2. Open your portfolio settings and go to the Integrations tab.

Inside Aureli, open the portfolio you want to export, go to Settings → Integrations, and find the Google Sheets section.

3. Click "Connect Google Sheets" and authorise with Google.

Aureli sends you through Google's standard sign-in. You'll be asked to grant two narrow permissions: the ability to create and manage the single sheet Aureli makes for you (

drive.file

), and your email address so we can label the connection. That's it. Aureli cannot see or touch anything else on your Drive.

4. That's it, your sheet is created.

Aureli creates a fresh Google Sheet on your Drive and does the first export immediately. The Integrations tab shows the connected Google account, a link to open the sheet, and when it last synced.

Keeping it up to date

Once connected, Aureli refreshes the sheet every morning automatically, so you don't have to do anything. Open it any day and the numbers reflect your latest balances.

If you want an update right now (say you've just added an account or repriced your flat), hit Sync now in the Integrations tab and the sheet updates within a minute or two.

What you can do with the sheet

Once your data lands in Google Sheets, it's yours to slice however you like:

• Build a net-worth chart that updates itself each morning.
• Track your savings rate month over month by snapshotting the Summary tab.
• Use

  QUERY

  to total assets by class, or filter debts above a threshold.
• Pull the net-worth figure into a wider personal budgeting sheet you already keep.
• Share a read-only view with a partner or accountant without giving them access to Aureli or your banks.

The richer your Aureli portfolio, the more useful the sheet. The more accounts you connect, the more complete a picture it holds.

Security and privacy

A few things worth being clear about. If you want the wider picture first, we've written a separate guide on whether it's safe to connect AI to your bank account. Much of it applies here too.

Open Banking is FCA-regulated. Aureli Tech Limited (FRN 1056139) is a registered agent of Finexer Ltd (FRN 925695), which is authorised and regulated by the Financial Conduct Authority as an Account Information Service Provider (AISP).

Aureli never sees your banking credentials. When you connect a UK bank, you authenticate directly with the bank. Finexer receives a token that grants read-only access to account information and balances, and shares that information with Aureli. Learn more

The Google connection is scoped to one sheet. Aureli requests the

drive.file

permission, which only ever lets us touch the specific sheet we create for you, not the rest of your Drive. Your Google sign-in tokens are encrypted at rest, and the sheet lives on your Drive, under your control.

You can disconnect at any time. Use Disconnect in the Integrations tab to revoke the connection, and revoke the bank link inside Aureli or your bank whenever you like. The sheet stays on your Drive. It just stops updating. Both take seconds.

We don't sell your data. We don't share it with advertisers. The full details are in our privacy policy.

Get started

Sign up at aureli.app, connect a bank account, and turn on the Google Sheets integration from your portfolio settings.

Five minutes from now, you'll have a spreadsheet of your finances that keeps itself up to date.