Track your portfolio in Google Sheets™.

Google Sheets sync is included with paid Fillfolio plans. The accounts and data you can connect still depend on your chosen plan and supported sources. Installing the add-on does not upgrade your Fillfolio plan.

Install Fillfolio - Portfolio Net Worth Tracker from Google Workspace Marketplace. Open its sidebar in your spreadsheet, connect Fillfolio, and approve the connection within ten minutes. Choose your scope, then click Sync to this sheet. Sync is manual and one-way: spreadsheet edits never write back to Fillfolio. There is no scheduled refresh.

Choose all portfolios, a source group, or an existing saved view. Saved views use their saved filters; your current browser filters are not automatically selected. Sync exports the available Fillfolio data for that scope. It does not guarantee newly retrieved institution balances. Check your accounts in Fillfolio when you need to review import status.

Each sync replaces the managed report ranges with the selected export, and those ranges can grow as your data grows. Keep personal calculations and notes in separate tabs. The add-on maintains its report tabs and appends sync status to the Sync Log.

The add-on can manage reports in the current spreadsheet, display its sidebar, and connect to Fillfolio. It does not request Drive-wide access or your Google email or profile. Spreadsheet cell contents are not sent back to Fillfolio.

No. Sync exports full financial values so you can use quantities, prices, balances, and returns in spreadsheet calculations. Anyone with access to the spreadsheet can view those values. Fillfolio Privacy Mode only hides values in the app. Disconnecting stops future syncs; it does not erase existing cells, copies, or spreadsheet version history.

Choose Disconnect in the add-on sidebar to revoke its Fillfolio connection. Future syncs require a new connection. Reports already written to a spreadsheet remain there; remove those separately if needed.

No. Sheets sync and Fillfolio MCP access are separate connections. An AI assistant needs its own authenticated, approved MCP connection to access Fillfolio data. Installing the Sheets add-on does not authorize MCP access.