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Spreadsheet-native personal finance

Connect banks in Sheetwallet. Model everything in Google Sheets.

Sheetwallet keeps onboarding, Plaid, and account selection in the web app, then creates a Google Sheet with finance formulas already installed.

Continue with Google
Sheetwallet workflowWeb control plane, Sheets formula runtime
01Connect PlaidWeb
02Select accountsWeb
03Create spreadsheetWeb
04Use WALLET formulasSheet
ReferenceReportWindowFormula
WFTransactions30 days=WALLET("WF","Transactions",30)
AllBalanceCurrent=WALLET("All","Balance",TRUE)
=SUM(WALLET("All","Transactions",30))

Plaid in web

Connect institutions and select accounts before creating a Sheet.

Sheets as runtime

WALLET formulas run in Sheetwallet-created Google spreadsheets.

Scoped data

Credentials stay server-side; transaction rows stay in the Sheet cache.

Workflow

A clean path from sign-up to first finance model.

01

Connect Plaid

Add institutions from the authenticated web app.

02

Select accounts

Choose exactly which accounts should power formulas.

03

Create spreadsheet

Sheetwallet provisions a Google Sheet with formulas and cache tabs.

04

Sync in Sheets

The spreadsheet refreshes WALLET formulas from its encrypted local cache.

Formulas

Readable references, composable spreadsheet outputs.

Transactions=WALLET("WF","Transactions",30)

Returns a numeric amount column.

All accounts=SUM(WALLET("All","Transactions",30))

Rolls selected accounts into Sheets-native math.

Current balances=WALLET("All","Balance",TRUE)

Returns a full balance table by account.

Google Sheets permissions are requested only when you create a spreadsheet.
The web app stores status and credentials, not merchant-level ledger rows.