Destinations

Google Sheets

Automatically sync your bank transactions to Google Sheets. Ideal for custom budgets, financial reporting, and sharing data with family, partners, or accountants.

Prerequisites

  • A Google account
  • At least one bank account connected in Lunch Flow

Setup

Add the destination

Go to Destinations → Add Destination → Google Sheets.

Choose a template

Select one of:

  • Overview Template - a pre-configured sheet ready to go
  • Blank Sheet - start from scratch
  • Existing Spreadsheet - connect a sheet you already have

Share access

Add the provided service account email as an Editor on your Google Sheet.

Connect the sheet

Paste your Google Sheet URL and confirm.

Configure sync

Select which accounts to sync and optionally enable Transaction Enrichment.

Data structure

Synced sheets include: Account, Date, Amount, Currency, Payee, Notes, Transaction ID, Raw Data.

When Transaction Enrichment is enabled, Merchant and Category columns are added automatically.

Transaction enrichment

An AI-powered feature that normalises merchant names and categorises transactions into 15+ categories including Food & Beverage, Transport, Shopping, and more.

Sync behaviour

  • Updates occur daily with new transactions appended
  • Duplicates are prevented automatically
  • Existing data is preserved

Best practices

  • Add new columns to separate sheets rather than modifying the sync columns
  • Keep raw data, analysis, and budgeting on separate sheets to avoid breaking the sync

How is this guide?

Firefly III

Automatically import your bank transactions into Firefly III via Lunch Flow.

Model Context Protocol (MCP)

Query your bank accounts and transactions using natural language in Claude and other AI assistants.

On this page

Google SheetsPrerequisitesSetupData structureTransaction enrichmentSync behaviourBest practices