ThefinU lives right inside Google Sheets™ as an add-on. Once installed, it syncs your bank transactions, balances, and investments into your spreadsheet so you can track everything with zero manual entry. Here's how to get up and running in just three steps.
- 1
Install the ThefinU add-on
Add ThefinU from the Google Workspace™ Marketplace, open any Google Sheet™, then launch it from Extensions → ThefinU. The setup wizard walks you through installing a starter template.
- 2
Link your accounts
Securely connect your banks, credit cards, investments, and loans through Plaid — the same infrastructure trusted by Venmo and Robinhood. Your credentials go directly to Plaid; ThefinU never sees them.
- 3
Get automatic reports
Your transactions and balances sync automatically every day. Use the ready-made templates to generate monthly and yearly budgets, net-worth trends, and spending breakdowns.
What the add-on does for you
The ThefinU add-on is the engine that keeps your spreadsheet up to date. Once your accounts are linked, these features run quietly in the background:
- Automatic daily syncs — transactions, balances, and accounts refresh every day, no CSV imports needed.
- Multi-account support — banks, credit cards, investments, loans, and crypto all flow into one spreadsheet.
- Smart categorization — categories classify transactions so you can instantly see where your money goes.
- Ready-made templates — budget trackers, net-worth dashboards, and expense reports work out of the box.
- Budget reports — generate monthly and yearly budgets and spending breakdowns from your transactions.
- Works on any device — desktop, tablet, or phone, because it's just a Google Sheet™.
Tip: Run your first sync right after linking an account. The full transaction history imports instantly, so your reports are useful from day one.