Trusted by thousands of spreadsheet lovers

Automate Your Financesin Google Sheets

ThefinU syncs your bank transactions, balances, and investments directly into Google Sheets — track your finances with zero effort.

Free trial 2-min setup
docs.google.com/spreadsheets/d/thefinu-finance
ThefinU Google Sheets Dashboard — transactions, categories, and linked accounts

Connects with 12,000+ financial institutions via Plaid

Chase
Bank of America
Wells Fargo
Citi
Capital One
US Bank
PNC
TD Bank
Ally
Discover
American Express
Charles Schwab
Chase
Bank of America
Wells Fargo
Citi
Capital One
US Bank
PNC
TD Bank
Ally
Discover
American Express
Charles Schwab
Fidelity
Vanguard
USAA
Navy Federal
SoFi
Marcus
Robinhood
Coinbase
PayPal
Venmo
Chime
Wealthfront
Fidelity
Vanguard
USAA
Navy Federal
SoFi
Marcus
Robinhood
Coinbase
PayPal
Venmo
Chime
Wealthfront
Features

Everything you need to manage money

Finance app power meets spreadsheet flexibility.

Automatic daily syncs

Transactions, balances, and accounts sync per day. No CSV imports needed.

Ready-made templates

Budget trackers, net worth dashboards, expense reports — pro templates out of the box.

Multi-account support

Banks, credit cards, investments, loans, crypto — all visible in one spreadsheet.

Smart categorization

Categories help classify transactions, making it easier to see where your money goes.

Budget reports

Generate monthly and yearly budgets, net worth trends, and spending breakdowns — all from your account transactions.

Works on any device

Desktop, tablet, or phone — Google Sheets works seamlessly everywhere.

How It Works

Three simple steps

Get started with automated finance tracking in minutes.

Link your accounts
1 / 3

Link your accounts

Securely connect your bank accounts, credit cards, investments, and loans through Plaid — the same infrastructure trusted by Venmo and Robinhood.

  • Connect with 12,000+ banks via Plaid
  • Link checking, savings, cards, investments
  • Get transaction history imported instantly
Security

Private and secure

ThefinU never accesses your bank credentials and never sells your data.

256-bit
AES Encryption
SOC 2
Compliant
Read-only
Access Only
Credentials never touch our servers
Data encrypted in transit and at rest
Read-only — we can never move money
Disconnect accounts anytime

Powered by Plaid — bank-level security infrastructure

Privacy policy
Pricing

Simple, transparent pricing

One plan. Everything included.

ThefinU ProBest value
$29/ year

That's just $2.42/month — less than a coffee

Unlimited bank connections
Multiple daily auto-syncs
Full transaction history
Free templates
Smart categorization
Priority support
14-day free trial
Install on Google Sheets

Why it's worth it

Most people spend 2-4 hours/month manually tracking finances. ThefinU saves all that.

Save 30+ hours/year
No more manual data entry or CSV exports.
Cheaper than alternatives
YNAB: $99/yr. Copilot: $96/yr. ThefinU: $29/yr.
Better awareness
Tracking spending reduces expenses by 15%.
Share with partner
Collaborate using Google Sheets sharing.
FAQ

Frequently asked questions

Everything you need to know.

Via Plaid — the same service used by Venmo, Robinhood, and thousands of apps. Your credentials go directly to Plaid; we never see them.

Yes. 256-bit encryption, read-only access only. We can never initiate transactions or move your money.

Over 12,000 institutions across 50+ countries — Chase, BofA, Wells Fargo, Fidelity, Vanguard, and many more.

Multiple times per day automatically. New transactions typically appear within hours of posting.

Absolutely. Cancel from settings anytime. Your spreadsheet stays yours — it's a regular Google Sheet.

Not at all! Templates work out of the box. Power users can customize everything.

Ready to take control of your finances?

Join thousands managing money smarter with ThefinU and Google Sheets.

Install on Google Sheets
Free trial Secure 2-min setup