BudgetSheet: bank data, $5K a month, self-reported in 2023: Sheets add-on

BudgetSheet is a Google Sheets add-on for importing live bank and investment data. Its $5K a month was founder-reported on the Indie Hackers product page (not independently verified), as of August 2023.

What it actually sells

BudgetSheet is a Google Sheets add-on that connects to bank accounts through Plaid and imports transactions, balances, and investment data into a spreadsheet. It supports formulas, pivot tables, charts, and optional spreadsheet templates.

The Business plan is used by bookkeepers and small businesses that want live bank data in Google Sheets. The product page says: “Yes. The Business plan supports 100+ linked accounts and is used by bookkeepers and small businesses who want live bank data in Google Sheets.”

How it charges

Basic costs $6/month or $59/year for up to 5 accounts. Pro costs $8/month or $79/year for up to 30 accounts, with investment accounts included. Business costs $20/month or $149/year for up to 100 accounts, with investment accounts included.

Where customers come from

The site offers documentation covering installation, setup, bank accounts, and transaction imports. It also provides free spreadsheet templates, runs an affiliate program, and publishes articles and a blog.

What stands out

BudgetSheet fetches transactions nightly and displays connected-account balances inside Google Sheets. It imports investment holdings, balances, and transactions from brokerage accounts and supports 10,000+ US and Canadian financial institutions through Plaid.

The product page describes the nightly import this way: “Transactions are fetched nightly so your spreadsheet always has the latest data — no more manual CSV exports or copy-pasting.” The imported data lands in a plain Google Sheet that supports formulas, pivot tables, and charts.

From the official site

Yes. The Business plan supports 100+ linked accounts and is used by bookkeepers and small businesses who want live bank data in Google Sheets.

Transactions are fetched nightly so your spreadsheet always has the latest data — no more manual CSV exports or copy-pasting.

Excerpts from the official website, fetched October 1, 2026.

Where it sits in the data

BudgetSheet's $5K a month is higher than 58% of the 6,604 projects with founder-reported monthly revenue in our dataset; the median across them is $2K. Snapshot: 2026-09-30. The dataset only covers founders who chose to publish their numbers, so it leans toward businesses that work; use it for scale, not as an average.

Currency

All figures are in US dollars as published. A rough yuan or euro conversion is not applied here because prices, taxes and acquisition costs differ by country.

Could you build something like this?

In my view, demand would come from people who want customizable budgeting in Google Sheets, including bookkeepers and small businesses. Distribution would require documentation, templates, articles, an affiliate program, and a direct connection to spreadsheet workflows.

In my view, the hard parts include financial-data access, security, account-linking reliability, customer support, and ongoing maintenance. Regulation, financial-institution requirements, support load, and competition with established financial tools would all matter.

Verdict: Needs real work.

One thing to take from it

My view is that a focused add-on can connect an established spreadsheet workflow with live financial data. Clear account limits and plan-specific investment features give buyers a straightforward pricing structure.

Sources

BudgetSheet official website, fetched October 1, 2026
BudgetSheet pricing page, fetched October 1, 2026
BudgetSheet about page, fetched October 1, 2026
Indie Hackers product page: revenue founder-reported on the Indie Hackers product page (not independently verified), as of August 2023

Revenue, team and start-cost figures are what the founder reported at the interview date, not current figures and not a prediction of what you will earn. Product and pricing facts come from the business's own website as checked on 30 September 2026. Method & sources · Disclosure