Quick setup checklist
Checklist: read-only access, daily or weekly refresh, clear Transactions tab mapping, and a visible revoke option in your bank settings. If any item is missing, pick a different connector.
Minimum sheet structure
Use a Transactions tab with date, description, amount, account, and category. Add an Accounts tab for balances and last refresh date. Those two tabs power your budget and cash-flow summaries.
Example flow (what you should see)
Step 1: connect the bank. Step 2: transactions appear in rows within minutes. Step 3: summaries update automatically. If steps 2–3 don’t happen, the mapping is wrong.
Next step
Once the feed is stable, review cash flow weekly and pick one action (move money, lower a category, or adjust a bill).