Can I track multiple bank accounts in one place?

Yes. You can connect as many banks and credit cards as you like, and each one feeds the same Google Sheet you own and the same private web dashboard. Instead of logging into several banking apps, your transactions and balances from every connected account line up in one place.

Does it show trends over time?

Yes. The dashboard shows month-to-date and year-to-date spending, category breakdowns, top merchants, recurring subscriptions, and a 12-month trend across your connected accounts. The full analytics dashboard and recurring-subscription detection are paid-plan features; the free plan syncs your transactions once a month.

Does it track investments too?

Not as a full investment-portfolio tracker. Bank Statement Genie focuses on bank and credit-card accounts, the transactions and balances from the accounts you connect. It is built for tracking cash balances, spending trends, and how your bank and card accounts move over time, rather than valuing stock, crypto, or property holdings.

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Net worth

Track balances & net worth across every account

Your money lives in a checking account here, a savings account there, and a couple of credit cards somewhere else. Bank Statement Genie connects all of them so your transactions and balances flow into one Google Sheet™ you own, plus a private web dashboard that lines up spending trends and where you stand over time.

Short answer: Connect as many banks and cards as you like, and every account contributes to the same dashboard and the same Sheet. You get month-to-date and year-to-date spending, category breakdowns, and a 12-month trend, one picture instead of a dozen banking apps.

Why it works

Everything in one picture

Connect unlimited banks & cards

Add every checking, savings, and credit-card account you have. There's no cap on how many banks you connect, and each one feeds the same Sheet and dashboard automatically.

One dashboard for all of it

Every connected account contributes to a single private web dashboard, month-to-date and year-to-date spending, category breakdowns, and top merchants across all your accounts at once.

See a 12-month trend

Watch how your spending and account activity move month over month with a rolling 12-month trend, so you can tell whether things are heading the right way, not just what happened this week.

Spot recurring subscriptions

The dashboard surfaces recurring charges across your accounts, so those easy-to-forget subscriptions show up in one list. Recurring-subscription detection is part of the paid plan.

All in a Sheet you own

Underneath the dashboard is a plain Google Sheet in your own Drive. Build your own net-worth formulas, add balances, or chart it your way, the raw data is always yours to keep and export.

Recap emails keep you posted

Optional twice-weekly recap emails, a Friday weekly rundown and a Tuesday midweek check-in, tell you how the week's spending is tracking without opening the Sheet or the dashboard at all.

Set it up

How to track it all in one place

The free plan syncs monthly and covers every step below; upgrade to the paid plan for near-real-time sync plus the full analytics dashboard and recurring-subscription detection.

Connect your first bank

Sign in with Google and connect a bank. Bank Statement Genie never sees your banking password, the login happens through a secure connection, and it only touches its own Sheet via Google's narrow drive.file scope.

Add every other bank & card

Repeat for each account you want to track, other checking and savings accounts, and every credit card. There's no limit, and each new connection starts flowing into the same Sheet and dashboard.

Watch it all line up

Open the dashboard to see balances, spending, and the 12-month trend combined across every account, and find the same transactions waiting in your Google Sheet, ready for your own net-worth math.

See the whole picture on your own accounts

Connect your banks on the free plan and watch one dashboard and one Sheet build themselves. Upgrade only if you want near-real-time sync and the full analytics.

Get started for free