Bank connection
Public beta · Private by design
Your bank data.
Your spreadsheet.
Montley keeps your bank activity flowing into Google Sheets without building another financial data silo around you.
Read-only bank access
No long-term archive of transaction rows
14 days free then $60/year
Bank → Montley → your Sheet
Secure transfer
Montley
Final destination
Google Sheets
Built around your workflow
A financial system with room for your own ideas.
Most finance apps ask you to adopt their categories, reports, and rules. Montley gives you clean rows and gets out of the way.
01 · Stay in Sheets
No new dashboard to rebuild your life around.
Keep the formulas, pivots, charts, and sharing habits that already work for you.
ƒYour formula
=SUMIFS(Transactions!$E:$E,
Transactions!$D:$D,"Groceries")This month$482.16
02 · Make it yours
Your categories. Your model.
Adapt the Sheet for a household, side project, property, or portfolio without waiting on a feature request.
HouseholdTravelRentalInvesting
03 · Keep control
Share on Google’s terms.
Use the permissions you already understand. Montley only works with spreadsheets you explicitly connect.
TSFull access
You
Owner
+Invite from your dashboard
From connection to clean rows
Set it up once.
Keep using Sheets.
A short setup flow, designed to make every permission and destination clear before anything moves.
01
Choose a Sheet
Create a prepared spreadsheet or connect one you already own in Google Drive.
02
Start 14 days free
Activate full syncing with a card. You will not be charged until the trial ends.
03
Connect your bank
Link through Plaid and watch your transaction history flow into your Sheet immediately.
Simple pricing
One Sheet. One year.
No data lock-in.
Full bank syncing is free for 14 days with a card, then $60 per year for each Sheet.