Sync to your existing spreadsheet
Connect Google Sheets or Excel to Tablewealth, then keep your own tabs, formulas, charts, and planning logic intact.
Spreadsheets
Your Accounts, Automatically Synced Into Google Sheets and Excel
Tablewealth keeps your balances, holdings, and transactions current in a Google Sheets or Excel workbook you own—refreshed on demand, no manual CSV exports. Every formula, tab, and chart you already built stays exactly where it is.
Built for Spreadsheet users, operators, families, and advisors who want current financial data inside the workbook they already trust.
Use one of our templates
Start from ready-made workbook templates for net worth, transactions, cash flow, categories, rules, and raw synced data.
Get weekly email updates
Receive a weekly review of net worth changes, spending, top categories, and notable transactions so you know what changed.
Feature details
Everything you need to keep spreadsheets useful.
Tablewealth gives spreadsheet-first users the same kind of practical feature depth they expect from a dedicated money workbook, while keeping the data available for apps, calculators, APIs, and AI workflows.
Spreadsheet providers
Connect the spreadsheet provider your household already uses
Tablewealth starts by connecting the spreadsheet destination itself. Pick Google Sheets or Microsoft Excel, authorize the provider, and create the workbook where your balances, holdings, transactions, templates, and planning tabs will live.
- Connect Google Sheets or Microsoft Excel from the same spreadsheet sync setup flow.
- Create a dedicated workbook in the provider you already use for planning, sharing, and analysis.
- Keep Tablewealth as the organized data layer while the spreadsheet remains your working surface.
“Choose the spreadsheet provider. Tablewealth handles the account data underneath it.”
Multiple workbooks
Manage multiple synced sheets without rebuilding exports
Spreadsheet work rarely stays in one file. You may want a clean household workbook, a raw data export, a property-specific model, and a workbook you share with an advisor. Tablewealth lets each workbook have its own purpose while pulling from the same trusted financial workspace.
- Maintain separate synced workbooks for a household budget, rental property, advisor packet, tax review, or raw export.
- See active and archived workbooks in one place, including provider, health status, authorized user, last sync, and next scheduled run.
- Open, resync, reconnect, archive, or restore a workbook without losing the underlying workspace records.
“One financial workspace can power multiple spreadsheet workflows.”
Transactions, scope, and rules
Clean the transaction layer before it hits the workbook
The app gives you a control plane before data reaches the spreadsheet. Clean up transactions, choose account scope, run categorization, and then push the latest version into the workbook so formulas and reports are based on intentional records instead of raw feed noise.
- Add, edit, and delete transactions in the app, then sync the cleaned records back into the workbook.
- Control which accounts are included in each workbook so a property, household, tax, or advisor sheet only receives the data it needs.
- Run auto-categorization from Tablewealth and use customizable rules so recurring merchants land in the right categories before the sheet updates.
Workbook templates
Start from templates built for different money workflows
Templates give you a useful starting shape instead of a blank file. Start with raw tables when you already have a model, a compact current-state workbook when you want clean operating tabs, or the comprehensive workbook when you want Tablewealth to lay out the full planning system.
- Use Raw Data Export for downstream analysis with Accounts History, Holdings History, and Transactions Current tabs.
- Use Current Assets & Transactions for a focused workbook with Accounts Current, Holdings Current, and Transactions Current tabs.
- Use the Tablewealth Comprehensive Sheet for a guided workbook with instructions, settings, summary, raw transactions and balances, categories, rules, monthly cash flow, and net worth trend tabs.
Weekly email review
A weekly money email that tells you what changed
Spreadsheet users still need a simple rhythm. Tablewealth can send a weekly review email with the changes that matter, so you know when to open the workbook, investigate a category, or update a plan.
- Get a weekly summary of net worth movement and spending.
- Review investment gains, debt balance changes, and transaction-driven cash flow.
- Spot top spending categories and notable transactions before they disappear into the month.
“The email gives you the headline. The spreadsheet gives you the detail.”
Beyond one workbook
Start in spreadsheets, then build the workflow around them
Spreadsheet sync is not a dead end. The same records can power net worth tracking, retirement planning, investment review, cash-flow summaries, app-store tools, and custom finance apps when your question outgrows a single tab.
- Use the native app, spreadsheets, public calculators, installed apps, APIs, and MCP from the same workspace.
- Build custom dashboards or AI-assisted tools without re-exporting every account.
- Keep ownership and review close to the household or advisor workflow that needs the data.
Use the native app, spreadsheets, public calculators, installed apps, APIs, and MCP from the same workspace.
Build custom dashboards or AI-assisted tools without re-exporting every account.
Keep ownership and review close to the household or advisor workflow that needs the data.
How it works
A practical workflow, not a generic dashboard.
1
Connect or import your sources
Bring in bank accounts, credit cards, brokerage accounts, manual assets, imports, and provider-backed records.
2
Choose a spreadsheet target
Create or connect a workbook, pick the tables or template you need, and decide whether you want latest values or history snapshots.
3
Keep your model current
Rerun spreadsheet syncs when you need fresh data so your formulas, dashboards, and review packets stay connected to the source workspace.
What you can do
Use Tablewealth for the work behind the number.
Net worth workbooks
Keep assets, debts, holdings, and manual records current in the workbook you use for household planning.
Cash-flow review
Sync transactions into a spreadsheet where you can group, filter, and review monthly spending your way.
Advisor-ready reports
Share a view, export a packet, or build custom tabs that give another person enough context to understand the numbers.
Try Tablewealth
Start with the workflow. Keep the data layer.
Connect your accounts once, then use the same financial workspace in the native app, live spreadsheets, installed apps, APIs, or AI-assisted tools.
FAQ
Common questions
Can Tablewealth sync to Google Sheets and Excel?
Yes. Tablewealth supports Google Sheets and Microsoft 365 spreadsheet syncs, with local Excel workflows available when enabled for a workspace.
What financial data can sync to a spreadsheet?
Spreadsheet sync can include accounts, balances, holdings, transactions, latest values, and template-driven workbook tabs depending on the selected sync target.
Does spreadsheet sync replace the Tablewealth app?
No. You can use spreadsheet sync by itself, the native app by itself, or both together from the same financial workspace.