Spreadsheets are a feature, not a workaround
A spreadsheet can be the best surface for planning, modeling, sharing, and reviewing financial history.
Solution
Your Whole Financial Life in a Spreadsheet You Own
Tablewealth syncs your accounts, holdings, and transactions into Google Sheets or Excel, so your personal finance workbook stays up to date on its own. Keep your own formulas, templates, and planning tabs—Tablewealth just keeps the numbers current.
Built for Spreadsheet-first users who want Google Sheets or Excel to remain the planning surface while Tablewealth maintains the underlying financial data.
Tablewealth keeps the data organized
The app manages canonical records, while the workbook can present those records in a format that matches your household or advisor workflow.
Works with AI boundaries
Spreadsheets can be a useful boundary for AI review when you want summaries, dashboards, or explanations without exposing every raw row.
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
Start with the workbook you want
Use an existing model, a Tablewealth template, a raw export, or a custom workbook structure.
2
Map financial records to sheets
Choose accounts, holdings, transactions, latest values, templates, tab names, and sync behavior.
3
Use formulas where they belong
Let Tablewealth maintain source data while your spreadsheet handles categories, rules, charts, planning logic, and custom reporting.
What you can do
Use Tablewealth for the work behind the number.
Budget and cash-flow workbooks
Use spreadsheet categories, rules, and formulas while Tablewealth keeps account and transaction data current.
Net worth trend sheets
Track assets, debts, holdings, and manual values in a custom workbook that matches your planning style.
Tax and advisor packets
Prepare reports with enough context for another person to understand source dates, categories, account scopes, and assumptions.
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.
Related workflows
Keep exploring from here.
FAQ
Common questions
Can I keep using my existing personal finance spreadsheet?
Yes. Tablewealth is designed to support spreadsheet workflows rather than replace them. You can sync data into Google Sheets or Excel and keep custom formulas and tabs.
What templates are available?
Templates can include current assets and transactions, raw data exports, comprehensive sheets, net worth trends, monthly cash flow, categories, rules, and settings depending on the workspace.
Do Google Sheets and Microsoft 365 syncs count against API usage?
Google Sheets and Microsoft 365 syncs do not count against API usage. Local Excel sync is handled differently and may count against API usage when enabled.