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 storage of transaction rows
$60/year per Sheet
Bank → Montley → your Sheet
Secure transfer
Montley
Final destination
Google Sheets
Built around your workflow
A financial system with room for your own ideas.
Most finance apps ask you to adopt their categories, reports, and rules. Montley gives you clean rows and gets out of the way.
01 · Stay in Sheets
No new dashboard to rebuild your life around.
Keep the formulas, pivots, charts, and sharing habits that already work for you.
ƒYour formula
=SUMIFS(Transactions!$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
Connect your bank
Link your financial institution securely through Plaid's familiar connection flow.
03
Keep working in Sheets
Montley keeps the rows current while your formulas, charts, and workflow stay yours.
Simple pricing
One Sheet. One year.
No data lock-in.
Connect a spreadsheet for $60 per year.