BankFirst Financial Services

Connecting BankFirst Financial Services to Google Sheets with MoneySheets is simple. First, sign in with your Google account, then connect your BankFirst Financial Services account using your online banking credentials through our secure Open Banking connection. Finally, duplicate our Google Sheets template and grant access to our service account. Your BankFirst Financial Services transactions will sync immediately after completing the onboarding process.

Yes, BankFirst Financial Services integration is completely secure. We use GoCardless, which is registered with Open Banking and complies with EU Open Banking regulations, and Teller (https://teller.io) for the US banks. MoneySheets never stores your banking credentials or transaction data - everything goes directly to your private Google Sheets.

BankFirst Financial Services transactions are synced automatically every day at 3 AM CET. All transactions appear in your Google Sheets with their proper status (pending or settled). You can also manually trigger a sync from your MoneySheets dashboard if needed. Historical transactions up to 90 days are included in the initial sync.

MoneySheets supports both personal and business BankFirst Financial Services accounts. This includes checking accounts, savings accounts, current accounts, and credit cards.

Yes! BankFirst Financial Services integration works in United States. MoneySheets supports multi-currency tracking, so you can combine accounts from different countries in a single Google Sheets dashboard. All transactions are automatically converted to your preferred base currency.

We don't store anything - you control access via Google Sheets access functionality. MoneySheets acts as a secure bridge that transfers your transaction data directly from your bank to your private Google Sheets. All information remains in your own Google account, and you decide who can view or edit your financial data through Google's sharing settings.