Spreadsheet-native personal finance
Connect your accounts to SheetWallet, pull the data in Google Sheets.
SheetWallet keeps onboarding, Plaid, and account selection in the web app, then creates a Google Sheet with finance formulas already installed.
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.
Connect Plaid
Add institutions from the authenticated web app.
Select accounts
Choose exactly which accounts should power formulas.
Create spreadsheet
SheetWallet provisions a Google Sheet with formulas and cache tabs.
Sync in Sheets
The spreadsheet refreshes WALLET formulas from its encrypted local cache.
Formulas
Readable references, composable spreadsheet outputs.
=WALLET("WF","Transactions",30)Returns a numeric amount column.
=SUM(WALLET("All","Transactions",30))Rolls selected accounts into Sheets-native math.
=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.
Google access
SheetWallet uses per-file Google access only to create and maintain your spreadsheet workspace.
Sign in
Basic Google sign-in identifies your SheetWallet account with your email, profile, and Google account id.
Create Sheets
Per-file Drive access lets SheetWallet create a spreadsheet and update only files created or opened with SheetWallet.
Install formulas
Apps Script access lets SheetWallet create and update the bound script project that powers WALLET formulas, menu actions, and sync helpers.
Limit use
SheetWallet uses Google access for user-requested spreadsheet features, not advertising, resale, cross-context tracking, or unrelated secondary purposes.