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.
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 transactions are appended to the bottom of the sheet
Column format
Transactions are written as rows with the following 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 — Balance | Number | Account balance after transaction |
| G — Category | Text | Transaction category (if available) |
| H — Merchant | Text | Merchant name (if available) |
| I — Account | Text | Bank account name |
| J — Status | Text | posted or pending |
| K — Class | Text | payment, transfer, fee, interest, or other |
| L — 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, you’ll need to re-authenticate from the destinations page.Tips
- One sheet per sync — each sync writes to a single sheet. Create multiple syncs if you want different accounts in different sheets.
- Formulas are safe — syncs only append rows and never modify existing data, so 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.