You can now keep track of your whole stock portfolio in Google Sheets! @BudgetSheet now supports importing investment holdings and buy/sell transactions directly into your sheet. Happy investing!
Just shipped a manual CSV upload feature for importing transactions from banks and financial institutions that are not supported by Plaid. This is an oft-requested feature by new customers to get all their historical transaction data in.
Now available for all paying users! 🎉
A full searchable list of supported banks is coming soon to the BudgetSheet website!
This has been a requested feature for a long time. Now you can ensure your bank will be supported before you even install the extension.
BudgetSheet will now auto-upgrade every additional sheet you create with the same account after upgrading to Pro.
Previously, your license key had to be entered into each new spreadsheet to upgrade it.
This was a top pain point and user support issue, finally solved!
BudgetSheet now updates existing account balance rows for the given date instead of always adding new ones. No more duplicate balances for the same dates!
Autofetch v2 is here! If you have had issues with the current Autofetch process, try out the new Autofetch process in the "Autofetch Settings" page in the BudgetSheet sidebar.
Import bank transactions directly into Google Sheets. No more manual CSV imports or copy & pasting.
Manage your own finances in your own spreadsheet your own way.
Check out the new sidebar app in BudgetSheet! All the functionality is there now without blocking any of your sheets or data.
And.... It's FASTER too! 🏃♂️
budgetsheet.net/articles/budge…
The new vastly simplified BudgetSheet category system is now live for all new accounts and sheets!
The monthly budgeting spreadsheet (BSA_Budget) sheet also received a good update!
budgetsheet.net/articles/budge…
BudgetSheet now fully supports pending transactions! Visit your spreadsheet with BudgetSheet installed to get the upgrade!
Read more about v2.6.0 here:
budgetsheet.net/articles/budge…
BudgetSheet now has much better support for banks like Capital One, Chase, Wells Fargo, etc. due to @Plaid's most recent updates. If you had issues in the past, try it again!
There is also a new way to quickly update all your account balances.
budgetsheet.net/articles/budge…