Montley

Montley is a tool that integrates banking transaction data directly into Google Sheets, enabling users to manage and analyze their financial activities without creating additional data silos. Its main features include secure, read-only connection via Plaid, automatic updates of transaction records, customizable categorization, and the preservation of existing workflows within spreadsheets, making it ideal for individuals managing personal budgets, household finances, side projects, or investment portfolios. By seamlessly syncing bank data into familiar spreadsheet environments, it solves the problem of disorganized or siloed financial tracking, providing full control, flexibility, and privacy for users who prefer working within their preferred spreadsheet system.

Montley can be found in No-Code Database & Spreadsheet Apps categories.