Google Sheets™ Extension

Finicom provides custom formulas for Google Sheets™ that allow you to pull financial data directly into your spreadsheets via an Extension. These formulas enable real-time access to your accounts, balances, and transactions data directly within Google Sheets.

Setup

1. Install the Finicom Extension into your Google Workpace or Account
2. Open your Google Sheet
3. Click on the "Finicom" menu at the top
4. Select "Use this Add-on" to enable Finicom on that sheet
5. Sign up for a Finicom account or log in to your Finicom account. Sign up for a Finicom account if you don't already have one
6. Connect your bank accounts through the Finicom dashboard
7. Create an API key within your settings page
8. Enter your API key from the Finicom dashboard into the Finicom menu

After this, you'll be able to pull bank account information directly into your spreadsheet via the FINICOM_GET_ACCOUNTS, FINICOM_GET_ACCOUNT, and FINICOM_GET_TRANSACTIONS formulas!

Available Formulas

• FINICOM_GET_ACCOUNTS - List all connected accounts
• FINICOM_GET_ACCOUNT - Get details for a specific account
• FINICOM_GET_TRANSACTIONS - Fetch transaction data

Troubleshooting

If you encounter any issues:

1. Verify your API key is correctly set up via the Finicom menu
2. Check that your account IDs are valid
3. Ensure your formulas are using the correct parameter formats
4. If needed, you can remove and re-add your API key through the Finicom menu

For additional support, contact us at [email protected].