Google Sheets

Connecting your Google account

1. In the Synci dashboard, go to Destinations → Google Sheets and click Connect.

2. You'll be taken to Google to sign in and approve access.

3. After approving, you're returned to Synci and your Google account is connected.

✅ Synci uses Google's restricted file-access permission, so it can only see the spreadsheets it creates for you or the ones you specifically choose - never the rest of your Drive.

Adding a spreadsheet

Once your account is connected, add the spreadsheet your data should go into. You have two options:

• Create a new spreadsheet: Synci sets one up for you, ready to go.

• Use an existing spreadsheet: pick one from your Google Drive, and Synci adds its tabs to it.

You can add more than one spreadsheet, and even link the same accounts to several of them.

Each Synci-managed spreadsheet has up to three tabs:

• Transactions: your synced transactions.

• Live Balance: a current balance for each linked account.

• Balance History: a dated record of balances over time, great for charts.

Choosing your columns

For the Transactions tab, you decide which fields become columns.

• The defaults cover the basics: date, payee, description, amount, and currency.

• You can add almost anything Synci knows about a transaction: account details, IBANs, remittance info, merchant category codes, FX rates, and more (the same fields you use when building Rules).

• Columns are configured per spreadsheet, and you can change them anytime. Synci re-renders the sheet to match the new layout, and backfills/removes old values automatically.

Linking a financial account

Nothing syncs until you connect an account to a spreadsheet.

1. Create a transfer link between one of your connected financial accounts and your Google Sheet: Transfer links

2. Transactions start flowing in, respecting your transfer start date, sync mode, and any rules. Exactly like other destinations.

3. Want to tweak what gets written? Add transfer link rules to customize the output for that link: Creating rules

How syncing works

• New transactions are added to the bottom of the Transactions tab in date order. Prefer newest-first? Just sort the sheet.

• When a pending transaction clears, Synci updates that row in place. It finds the right row by its Transaction ID.

• Amounts are written as real numbers, with dates in their own column, so =SUM(), pivot tables, and charts work without any cleanup.

• Balances keep the Live Balance tab current (one row per account) and append to Balance History over time.

Editing your sheet safely

The spreadsheet is yours. Add your own tabs, columns, formulas, and formatting freely. A few things keep syncing working smoothly:

• Don't delete the Transaction ID column (the first column) or its values. Synci uses it to update rows and prevent duplicates; without it, it can't find the right row to update.

• Don't rename or delete the synced tabs (Transactions, Live Balance, Balance History). Synci locates them by name.

• Your own extra columns and tabs are left untouched.

Tip: If you change your column selection in Synci, the Transactions tab is rebuilt to match — so keep anything custom on a separate tab if you want it preserved across changes.

Your privacy

Synci only ever accesses the spreadsheets it creates for you or the ones you explicitly pick. It cannot see anything else in your Google Drive.

FAQ

Can I sync to more than one spreadsheet? Yes. Add as many spreadsheets as you like and link different accounts to each.

Can I use a spreadsheet I already have? Yes. Choose Use an existing spreadsheet when adding one, and pick it from your Drive or paste its URL. Synci adds its tabs to it.

Will my edits and formulas survive a sync? Yes, as long as you keep the Transaction ID column and don't rename the synced tabs. Changing your column selection rebuilds the Transactions tab, so put custom work on your own tab.

The newest transactions are at the bottom, can I flip that? Transactions are added oldest-first so your existing rows stay stable. Sort by the date column if you'd rather see the newest first.

If I disconnect the sheet, is my data deleted from Google? Removing the connection or spreadsheet in Synci just stops syncing, the actual spreadsheet stays safely in your Google Drive.