Connect Julius Baer to Google Sheets
Automatically sync your bank transactions and balances to spreadsheets in Google Sheets.
Regulated Open BankingSimple per-connection pricing
Features
From
Julius Baer
- 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
Step 01
Connect securely
Log in through Julius Baer's own PSD2 flow. Synci never sees or stores your credentials.
Step 02
Pick accounts
Choose which Julius Baer accounts you want to sync.
Step 03
Link to Google Sheets
Point those accounts at your spreadsheet(s) in Google Sheets.
Step 04
Sync automatically
Transactions and balances flow from Julius Baer to Google Sheets from that point on.
FAQ
Frequently asked questions
- How often does Julius Baer sync to Google Sheets?
- Synci polls Julius Baer 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.
- Does Julius Baer support pending transactions?
- Yes — Julius Baer 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.
- Are Julius Baer credit card accounts supported?
- Yes — Julius Baer credit card accounts can be connected and synced to Google Sheets alongside your regular accounts.
- Is my Julius Baer login shared with Synci?
- No. Synci connects to Julius Baer through regulated PSD2 APIs, which means authentication happens on Julius Baer's own login flow. Your bank login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Julius Baer?
- Synci currently connects to Julius Baer through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Julius Baer.