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Finta can sync accounts, transactions, holdings, and investment transactions into a Google spreadsheet. Available records depend on the financial source you connect.

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Connect Google Sheets

  1. In Finta, create a destination and choose Google Sheets.
  2. Authorize the Google account that owns the spreadsheet.
  3. Select the spreadsheet and the records you want Finta to sync.
Finta writes to dedicated tabs in the selected spreadsheet. You can build formulas, pivots, charts, and reports around those tabs.

Create a destination

Follow the shared destination setup flow.