Built for people who've
outgrown budgeting apps
Automatically sync all your transaction data into a Google Sheet so you
can track, analyze, and manage your spending exactly how you want.
Built for people who've
How It Works
Obsidian's setup is simple and secure. Just connect your accounts, copy the Google Sheet template, and watch your transactions flow in automatically.
Step 1
Link Your Accounts With Plaid
Securely connect your bank accounts, credit cards, and investment accounts through Plaid's trusted infrastructure. Neither Obsidian nor Plaid ever access your bank account usernames, passwords, or full account numbers. All transaction data is encrypted by Obsidian both in storage and in transit.
Step 2
Copy A Template Google Sheet
One click copies a pre-built spreadsheet with all the formatting and Apps Script automation you need. A few additional clicks after that finish the setup.
Step 3
Watch Your Past and Latest Transactions Sync Automatically
Your past transactions are backfilled immediately, and new ones sync daily. No manual entry, no CSV exports. Just your data, always up to date.
Your Privacy, By Design
Obsidian is built from the ground up so your financial data stays yours.
Read-only access
Obsidian can only read your transaction data. It cannot move money, make payments, or initiate transfers of any kind. Your money stays in your control.
Your bank login stays private
You connect through Plaid, a trusted provider used by many financial apps. Obsidian never sees or stores your bank username, password, or verification codes.
Encrypted end-to-end
All data is encrypted both in transit and at rest using industry-standard encryption. Your financial information stays protected at every step.
You control your data
Your transaction data is encrypted with a key tied to your account. Without it, the data cannot be read. Even by us.
No selling, no tracking
Your financial data is never sold, shared, or used for advertising. Period.
Minimal data stored
We only store the bare minimum needed to make the product work like account names and masked account numbers. Full account numbers are never stored.
Crystal Clear Pricing
Obsidian Core
- Secure Plaid connections for your accounts
- Encrypted transaction storage and sheet sync
- Cancel anytime; keep access through the end of the billing period