Connect spreadsheets
Sync your transactions to Excel.
Connect a workbook on OneDrive and your bank transactions land there automatically — updated live, no CSV exports, no copy-paste.
Budget 2026Transactions
Built around the spreadsheet you already keep.
Automatic sync
New transactions append to the bottom of your sheet a few minutes after they post at the bank. Existing rows and formulas aren't touched.
Budget 2026Account-to-tab mapping
Choose which bank accounts feed which tabs: everything in one tab, or one tab per account. Change the mapping anytime.
Budget 2026Accounts → tabs
Auto-categorization
Each row arrives with its category column already filled in. Edits you make and rules you set override what comes next.
Budget 2026What people are saying.
“I've run the same budget template for six years and refused to give it up. Now the transactions just appear in it, already categorized, and every formula I built still works.”
“Sunday used to be download-five-CSVs day. I checked this morning and the sheet had already done my whole week, every account, every category.”
“Each card gets its own tab and my summary still rolls up exactly the way I built it. The only thing that changed is that I never type a number anymore.”