Simple Tutorial: Exporting Mercury Transactions to Google Sheets.
OpenBudget
Mercury is a popular business banking app in the United States. It offers a range of features to help you manage your business finances, including the ability to export your transactions into a spreadsheet. This can be useful if you want to analyze your transactions in more detail or create custom reports.
Follow these steps to export your Mercury transactions into Google Sheets.
Once you have your transactions in Google Sheets, you can analyze them the way you want. You can create custom reports, track your spending, and even create a budget.
How to Export Mercury Transactions into Google Sheets
Step 1: Log in to your Mercury account
- Go to the Mercury website.
- Enter your login and passcode to log in to your account.
- Click "Sign In."
- Go through the two-factor authentication process if you have it enabled.
Step 2: Navigate to the Transactions Page
- Once you're logged, click on the "Transactions" tab on the left-hand side of the screen.
- Click on the account you want to export transactions from.
Step 3: (Optional) Filter transactions you want to export
- Click on the "Add Filter" button to filter transactions by date range, amount, and many more.
- By default, Mercury will show you all transactions on the account.
Step 4: Find Download Transactions Button
- Once you have the transactions you want to export, click on the "Export All" button on the top right corner of the transactions table.
Step 5: Open the File in Google Sheets
- Open New Google Sheet.
- Click on "File" in the top left corner.
- Select "Import" from the dropdown menu.
Step 6: Upload the File
- Click on "Upload" tab.
- Drag and drop the file you downloaded from Mercury or click on "Browse" button.
- Once the file is uploaded, you will see the transactions in Google Sheets.
Now you can analyze your transactions the way you want. You can create custom reports, track your spending, and even create a budget. Mercury even provides categories for each transaction, account names for employee accounts, negative transactions are debits, and positive transactions are credits.
Skip the manual work — automate it
Instead of downloading CSVs and uploading them every time, OpenBudget can handle all of this automatically. Connect your banks, sync to spreadsheets, or ask AI about your spending — pick what works for you.
Connect your banks
Securely link 10,000+ banks, credit cards, and brokerages via Plaid.
Get started
Sync to spreadsheets
Push transactions to Google Sheets or Excel automatically.
Get started
Ask AI about your money
Connect Claude or ChatGPT and get answers about your spending.
Get startedConnect your bank accounts
OpenBudget uses Plaid to securely connect to over 10,000 financial institutions — the same infrastructure used by Venmo, Robinhood, and Coinbase. Your credentials are never stored on our servers.
Once connected, transactions from your checking accounts, savings, credit cards, and brokerages sync automatically. Each transaction comes with the date, amount, merchant name, and a personal finance category assigned by Plaid — no manual tagging needed.
You can connect as many accounts as you want from different banks, and everything shows up in one place. New transactions appear within minutes of posting.
Connect your banksSync to Google Sheets or Excel
This is the core of what OpenBudget does — it takes the transactions from your connected banks and pushes them directly into your spreadsheet. No more logging into your bank, downloading a CSV, cleaning up the data, and uploading it to Sheets. It just happens.
You pick a Google Sheet or Excel file from your drive, choose which bank accounts should sync to which tabs, and OpenBudget handles the rest. Column headers are created automatically — date, amount, description, account name, institution, category, and more. As new transactions come in, they get appended to the sheet. If a pending transaction updates, the row gets updated too.
You can map multiple bank accounts to the same tab (to see everything in one view) or split them across separate tabs (one per credit card, for example). Your spreadsheet, your rules.
Ask AI about your spending
If you'd rather talk to your data than stare at rows, OpenBudget connects to Claude and ChatGPT through MCP (Model Context Protocol). Once set up, you can ask plain-English questions about your finances and get real answers based on your actual transaction data.
Try things like “What did I spend the most on last month?”, “Show me all my subscriptions”, or “Compare my spending this month vs last month”. The AI reads your transactions in real time — no need to export anything first.
Access is read-only: the AI can see your transactions but can never move money or modify your accounts. Setup takes about 2 minutes on either platform.
Set up ChatGPT