Caxton
Bank
Google Sheets
Spreadsheet
Connect Caxton to Google Sheets
Automatically sync your transactions and balances to spreadsheets in Google Sheets.
Features
Everything, end to end.
From
Caxton
- Secure bank connection with automatic transaction syncing
- Supports pending transactions
- Supports credit card accounts
To
Google Sheets
- Keep a spreadsheet up to date automatically with bank sync
- Choose exactly which transaction fields appear as columns
- Track current and historical balances on dedicated tabs
- Data syncs as real numbers and dates, ready for formulas and pivot tables
- Enrich transactions with clean merchant names, logos, and more (Pro)
Setup
How it works
Connect securely
Log in through Caxton's own PSD2 flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Caxton accounts you want to sync.
Link to Google Sheets
Point those accounts at your spreadsheet(s) in Google Sheets.
Sync automatically
Transactions and balances flow from Caxton to Google Sheets from that point on.
FAQ
Questions, answered.
Synci polls Caxton for new data every 30 to 360 minutes, depending on your plan. Some banks may not support high-frequency sync (30 min). When new transactions or balance changes are found, they are transferred to Google Sheets within seconds.
Yes — Caxton exposes pending transactions, and Synci syncs them to Google Sheets. When the bank eventually books them, Synci automatically updates the same transactions in Google Sheets rather than creating duplicates.
Yes — Caxton credit card accounts can be connected and synced to Google Sheets alongside your regular accounts.
No. Synci connects to Caxton through regulated PSD2 APIs, which means authentication happens on Caxton's own login flow. Your bank login credentials are never shared with or stored by Synci.
Synci currently connects to Caxton through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Caxton.