Connect once. Watch every transaction land in your Google Sheet or Excel workbook — auto-categorised, every day, without lifting a finger.
Free during beta. No credit card required.
Features
Six things that make Bankfolio feel like magic.
TrueLayer Open Banking connection. Authorise once. Every purchase, transfer, and deposit flows in automatically.
Transactions appear directly inside your Google Sheets sidebar or Excel task pane. Your data lives where you work.
AI reads every transaction and assigns intelligent categories. Groceries, travel, subscriptions — sorted.
Daily automatic sync keeps your sheet current. Or hit the button whenever you want a fresh view.
Read-only access via regulated Open Banking. We never see your login credentials. Your money stays untouched.
Google Sheets add-on. Microsoft Excel add-in. All sign-up, connection, and settings live inside the sidebar panel.
Product walkthrough
TrueLayer Open Banking handles the authorisation — one brief popup, bank credentials never leave your hands. Regulated by the FCA and read-only by design.
The moment you authorise, your transaction history flows into the spreadsheet — date, merchant, amount, and an AI-assigned category for every single row.
See income, spending by category, and running balance at a glance — all inside the sidebar. No separate app, no new browser tab, no switching context.
Daily automatic sync runs overnight. Hit Sync Now for an instant refresh — AI reads and categorises every new transaction in seconds.
One secure link via Open Banking. Bankfolio reads your transactions — it can never move money.
24 transactions just landed in your sheet — auto-categorised by AI.
Next sync runs automatically tomorrow morning.
How it works
Grab Bankfolio from the Google Workspace Marketplace or Microsoft AppSource. Opens a sidebar panel inside your spreadsheet.
Secure Open Banking authorisation through TrueLayer. No passwords stored. A brief popup — then you're done.
Transactions appear daily, auto-categorised by AI, inside your spreadsheet sidebar. Never touch a CSV again.
Join the waitlist for early access. Beta opens soon for UK & EU users.
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