Setup
Connect your Google account
Click Add Destination, select Google Sheets, and sign in with Google. Redbark Sync will request permission to access your spreadsheets.
Select a spreadsheet
Choose which Google Sheets spreadsheet to use from the list of spreadsheets in your Google Drive.
Multi-account syncing
When you create a sync with multiple bank accounts, an extra step lets you choose how accounts are laid out in the spreadsheet:- All to one tab: all accounts sync to the same sheet tab. Transactions from every account appear together. This is the default.
- Account per tab: each bank account gets its own tab in the spreadsheet. Tabs are created automatically and named after the bank account.
How it works
On each sync, Redbark Sync:- Checks for headers: if the first row is empty, column headers are created automatically
- Reads existing Transaction IDs: column A is scanned to identify transactions that have already been synced
- Appends new rows: only new posted transactions are appended to the bottom of the sheet. Pending transactions are excluded to avoid duplicates when they later post with updated details.
Transaction columns
| Column | Type | Description |
|---|---|---|
| A - Transaction ID | Text | Unique identifier used for deduplication |
| B - Date | Date | Transaction date |
| C - Description | Text | Transaction description |
| D - Amount | Number | Transaction amount |
| E - Direction | Text | credit or debit |
| F - Category | Text | Transaction category (if available) |
| G - Merchant | Text | Merchant name (if available) |
| H - Account | Text | Bank account name |
| I - Status | Text | posted (only settled transactions are synced) |
| J - Class | Text | payment, transfer, fee, interest, or other |
| K - Post Date | Date | Date the transaction was posted |
Authentication
Google Sheets uses OAuth 2.0 with refresh tokens. Your access token is refreshed automatically before each sync. If your Google session is revoked, re-authenticate from the destinations page.Tips
- Multiple accounts: you can sync several bank accounts in one sync. Use “Account per tab” mode to keep them separated, or “All to one tab” to combine them.
- Formulas are safe: syncs only append rows and never modify existing data. Your formulas, charts, and formatting are preserved.
- Shared spreadsheets: you can share the spreadsheet with others. Only the Google account used to connect needs to grant access to Redbark Sync.