My partner and I track our expenses (personal and joint) via a dedicated app, and honestly, it changes our lives! It’s much more intuitive than a simple Google Sheet, especially for categorizing expenses or visualizing our budgets in real time. On the other hand, we also use Google Sheets/Excel to track our investments and make more detailed analyses. It would be great to connect our expense app to these sheets to automate data transfer and get a global view without having to recopy everything by hand. So, I wonder if any of you are already doing this kind of coupling? Do you know of any applications that make it easy to synchronize expenses with Google Sheets or Excel? Thanks for your suggestions!
I use Google Sheets, Fudget, and NerdWallet.
Rebel said:
I use Google Sheets, Fudget, and NerdWallet.
I’ve heard of NerdWallet for budgeting and financial advice, but I haven’t tried Fudget yet. How do you find it compared to Google Sheets for managing day-to-day expenses? Does it sync data with your Sheets, or do you enter everything manually?
Not sure if you keep spreadsheets for transactions or account balances? For transactions, Fina Money supports Google Sheet connection for transactions.
Uma said:
Not sure if you keep spreadsheets for transactions or account balances? For transactions, Fina Money supports Google Sheet connection for transactions.
I use spreadsheets mainly for deeper analysis—like tracking trends, creating custom charts, or managing investment portfolios in a way that fits our specific needs. The apps are great for day-to-day expenses, but spreadsheets give more flexibility for things like future projections or integrating different types of data.
Tiller and Fina are what comes to mind for me, in terms of flexibility, and automating account connections and transactions import to Google Sheets.
Davi said:
Tiller and Fina are what comes to mind for me, in terms of flexibility, and automating account connections and transactions import to Google Sheets.
Thanks for the suggestions! I’ve heard about Tiller but haven’t tried it yet. How well does it handle transactions and account balances? Is it easy to customize?
I track my expenses using a generic digital file cabinet (pkms) accessed with a Mac and iPad. The data is exported to a .csv file, for import to my budgeting spreadsheet. The export is via integrated scripting (Applescript).
@Perrin
That’s a really interesting setup! Do you find it saves you time compared to manual entry? I’m curious how you structure your budgeting spreadsheet, do you have it set up to automatically categorize expenses once the CSV is imported?
For sure, it saves time. For example, Amazon emails me a receipt for a purchase. A couple of clicks - the receipt is saved tagged with the date, amount, budget-category. For a screenshot of my budget spreadsheet see Imgur: The magic of the Internet. Yes, it auto-calculates totals for each category/month.