In order to import live bank transactions, you must first have a linked Plaid account as well as at least one linked bank account.
Importing bank transactions is the core value proposition of BudgetSheet, and is something you will likely be doing pretty often - hopefully about once a week or so if you are watching your budget closely, and at least once a month if you are just using BudgetSheet to reconcile all your transactions after the fact to see how you did. All imported transactions will go into the
BSA_Transactionsspreadsheet, sorted by date descending (most recent transactions on top).
Start the process by opening the transaction import sidebar via the menu:
Add-ons > BudgetSheet > Fetch Latest Bank Transactions...
When you click on this menu item, a sidebar will open on the far right side of your spreadsheet:
This dialog has the following form fields:
Start Date- Blank on first fetch, but pre-filled with the last transaction fetch date from then on.
End Date- Pre-filled with today's date, but can be changed to any date desired.
The date inputs expect a
mm/dd/yyyy date format, which you can either manually enter, or use your browser's built-in popup calendar to select a different date.
Once your dates are set correctly, click on the blue Fetch Transactions button. This will begin the process of fetching and sorting all your bank transactions from Plaid.
Please be patient while all your bank transactions are imported into the
BSA_Transactions spreadsheet. It will be worth it!
It may take up to several minutes to import all your bank transactions, depending on how many transactions you have across all your accounts.
If several minutes have passed, you still don't see any new transactions, and it seems like the import process has finished (there are several small status updates along the way), then you can check the
BSA_Log spreadsheet for system-level details on what BudgetSheet is doing in the background. Sometimes an error will occur during the process that causes BudgetSheet to abort the import without proper notification.
BSA_Log spreadsheet for clues on what might have happened or where the error is. Most of the time, any transaction fetch errors are because of a bad or outdated connection to a bank account. To fix the connection, you can manually delete the account's rows from the
BSA_Settings spreadsheet, and then re-link the bank account via the menu option
Add-ons > BudgetSheet > Link New Bank Account...
If you are happy with BudgetSheet and would like to import transactions from all your accounts, please consider supporting it by upgrading to BudgetSheet Pro.