There are a lot of ways to manage your finances, dozens of personal financial management tools, and even more strong opinions out there. Rather than build yet another PFM, we wanted to give you an easy way to get your data out of HMBradley, live, as it happens. With webhooks and Google Sheets, this template makes that possible.
This template requires that you hook up your Routine to a Google sheet with a webhook. We have created a Google Sheet template that will work right out of the box, but with a little tweaking, you can make it your own. You can find all necessary links below. Not sure what webhooks are or how they work? Start with our FAQ [here]
Export transactions to a spreadsheet
Combine this Routine with Google Sheets to track your finances line by line in a spreadsheet outside the HMBradley ecosystem. Set up custom calculations, reports, and charts to help you get the exact picture of your finances you want to see.
How to set up this Routine:
- Click ‘Try this Routine’
- Make a copy of this Google sheet [link] and adjust as needed
- Copy webhook URL from Google and paste into the Routine
- Test the webhook URL
- Watch your data come in and analyze it however you see fit
Quick tip: Want to manage multiple HMBradley accounts in one sheet? Track trip spend with a group of friends? This same process will work, just set multiple HMBradley accounts up with webhooks into the same Google sheet