Bank Statement Genie
Privacy you can verify
We have no access to your bank account, we do not store your transaction data, and we do not sell it — to anyone, ever. Your data is used for one thing only: delivering the service to you.
Free · No credit card · 5-minute setup
Your bank, in a Google Sheet and a private analytics dashboard.
Connect your bank account, and see your data in a simplified web dashboard and a Google Sheet, updated automatically. Privacy guaranteed.
Your data is never used, stored, or sold — we are 100% privacy first.
Why Bank Statement Genie
The cycle that ends here.
If you've ever tried to track your money in a spreadsheet, you know the routine. We built this so you can stop doing it.
Without Genie
- Log into each bank, monthly
- Download a CSV per account
- Clean up the formatting
- Paste into the spreadsheet
- Patch the formulas it broke
- Do it all again next month
- Eventually give up and stop tracking
With Genie
- Connect each bank once
- Sheet appears in your Drive
- Transactions stream in forever
- Or skip the Sheet entirely
- Watch trends in the dashboard
- See where your money goes
- Make better decisions
12,000+ banks supported
From Chase and Bank of America to Wells Fargo, Capital One, Citi, Ally, Amex, and most credit unions — if your bank has online access, it almost certainly works here.
No spreadsheet? No problem.
Prefer a clean dashboard over a Sheet? The web dashboard shows MTD/YTD spend, top merchants, categories, trends, and recurring charges — no spreadsheet skills required.
How it works
Three steps. About five minutes.
Sign in with Google
One click. We ask for permission to create one Google Sheet in your Drive — that's it. We can't see anything else.
Connect your bank
Log into your bank securely through our partner — we never see your password. Pick which accounts to include. Connect as many banks as you want.
Sheet + dashboard, your call
A Google Sheet appears in your Drive, and a web dashboard lights up with your spending. Use one, use both, switch whenever.
Who it's for
Built for people who like to see their money clearly.
DIY budgeters
You already have your own categories and formulas. You just want the raw data to arrive without having to fetch it.
Freelancers & small biz
Reconcile bank activity for tax season or bookkeeping without the manual export grind.
Couples & partners
Track joint and individual accounts in one shared workbook (or one shared dashboard).
Spreadsheet power users
Pivot, filter, and chart your transactions on your own terms — it's your Sheet, you own it.
Quiet trackers
You don't need fancy budgeting — you just want a clear picture once a month. The dashboard's enough.
Anyone tired of CSVs
If you've ever opened your banking app, sighed, and closed it again — this is for you.
Security & privacy
Exactly what we can — and can't — do.
No vague promises. Here's the actual boundary, in plain language.
What we can do
- Read your transaction history (read-only, no money movement) — we do not use your data for any purpose other than delivering the service
- Write that data into the one Google Sheet we created for you
- Refresh it on the schedule of your plan
- Show you the same data in your private dashboard
What we can't do
- See your bank username or password — ever
- Move money, change settings, or touch your accounts
- Read or modify any other file in your Google Drive
- Sell, share, train models on, or otherwise use your data
- Keep your data after you disconnect — it's gone
Disconnect a bank anytime to instantly revoke our access. Delete your Sheet to remove the data. We follow the same bank-grade security boundaries as the largest fintech apps in the world.
Pricing
Free forever. Upgrade when you need realtime.
Free
$0 / forever
Everything you need to get started.
- Google Sheet in your Drive
- One tab per linked account
- Monthly automatic sync
- Connect unlimited banks
- Basic dashboard (MTD / YTD / income vs spend)
- On-demand "Sync now"
- Realtime updates as transactions post
- Full analytics dashboard
Paid
Coming soon / Stripe
For people who watch their money daily.
- Everything in Free
- Realtime sync as transactions post
- Daily safety-net sync
- "Sync now" on demand
- Full analytics dashboard
- Category breakdowns & trends
- Recurring subscription detection
- Top-merchant analytics
- Priority support
FAQ
Common questions, real answers.
How does Bank Statement Genie work?
Sign in with Google, connect your bank through a secure login flow, and we create a Google Sheet in your Drive that auto-updates with your transactions. You can also view everything in a built-in web dashboard with spending analytics — no Sheet required.
Do you have access to my bank account?
No. We never see your bank username or password. The bank login happens directly between you and your bank — we only receive read-only transaction data after you've authorized it. We cannot move money, change settings, or do anything beyond reading transactions.
Do you sell, save, or share my transaction data?
No. We don't sell, share, train AI models on, or otherwise use your data. Your transactions live in your own Google Sheet and are displayed in your dashboard — that's it. If you disconnect your bank, our copy of your access token is wiped and we no longer have any way to fetch your data.
Can you see other files in my Google Drive?
No. We use Google's narrowest drive.file permission — it grants apps access to only the files that app itself creates. We can see the single Sheet we made for you. Every other file in your Drive is completely invisible to us. Google enforces this at the API level — it's not a promise, it's a hard wall.
Which banks are supported?
More than 12,000 financial institutions, including Chase, Bank of America, Wells Fargo, Capital One, Citi, US Bank, PNC, Ally, Discover, American Express, and the vast majority of credit unions. If your bank has online banking, it almost certainly works.
Can I use just the web dashboard, without a Google Sheet?
Yes. The Sheet gets created automatically because some people prefer it, but you're not required to use it. The web dashboard alone shows month-to-date and year-to-date spending, category breakdowns, top merchants, recurring transactions, monthly trends, and a 12-month income-vs-spend chart.
How far back does the history go?
Most US banks provide up to 24 months of transaction history. The initial backfill takes a few minutes to a few hours to fully populate after you link a bank.
What happens if I delete my Sheet?
That's allowed — you own it. On the next sync, we'll create a fresh Sheet automatically. If you want to fully disconnect, use the "unlink bank" action in the dashboard and we'll revoke our access immediately.
Can I connect more than one bank?
Yes — as many as you like. Each bank creates its own tabs in your Sheet, and the dashboard aggregates everything together so you see your full financial picture in one place.
What's the difference between Free and Paid?
Free syncs once a month and gives you the Sheet plus a basic dashboard. Paid syncs in near real-time, unlocks the full analytics dashboard (category breakdowns, monthly trends, top merchants, recurring subscription detection), and gives you an on-demand "Sync Now" button.
Where exactly is my data stored?
Your transactions live in your Google Sheet inside your own Google Drive. We keep an encrypted access token in Google Cloud Firestore so we can refresh your data on schedule, and that's the entirety of what's on our infrastructure. We do not maintain a copy of your transactions.
Ready to stop exporting CSVs?
Connect your bank once. Get a Google Sheet that keeps itself up to date — plus a private analytics dashboard. Free.
Get started — it's free