Account and Pricing

SheetsFinance accounts and connected environments

A SheetsFinance account is separate from your Google account and separate from your Excel environment.

Your SheetsFinance account is where your subscription, billing, trials, and dashboard live.
Your Google account is the Google identity currently using SheetsFinance inside Google Sheets.
Your Excel environment is connected separately through the Excel add-in.

In many cases these will share the same email address, but they do not have to.

What a Connection ID does

Each SheetsFinance account includes a Connection ID. This is the ID you use to connect Google Sheets or Microsoft Excel to your SheetsFinance account.

You can copy your Connection ID from your Account Dashboard.
You can install SheetsFinance under any Google account, then enter your Connection ID to connect it.
If you reconnect the same SheetsFinance account under a different Google account in Google Sheets, that new connection replaces the previous Google Sheets connection.
If your Connection ID is ever compromised, you can rotate it from your account dashboard and reconnect your environments using the new ID.

Google Sheets: two ways to get started

Google Sheets supports both in-app registration and Connection ID connecting.

Option 1 - Register directly from Google Sheets

If Google Sheets is your first touchpoint, you can create your SheetsFinance account from inside the add-on.

Install SheetsFinance in Google Sheets
Open Extensions > SheetsFinance > Account
Choose the registration flow inside the Account modal
Complete your account details and select your free trial(s)
Once finished, SheetsFinance will roll straight into connected access in that Google Sheets environment

This is the fastest path for new users who start inside Google Sheets.

If you create your SheetsFinance account on the website first, the next step is to connect Google Sheets with your Connection ID.

Install SheetsFinance in Google Sheets
Open Extensions > SheetsFinance > Account
Copy your Connection ID from your Account Dashboard
Paste the Connection ID into the Google Sheets Account modal
Click Connect

If you try to use SheetsFinance before connecting, your sheet may show this message in the cell:

Connect to SheetsFinance from the menu: Extensions > SheetsFinance > Account

That message is expected for web-created accounts and simply means Google Sheets still needs to be linked to your SheetsFinance account.

Microsoft Excel: Connection ID only

Excel currently does not support in-app registration.

To use SheetsFinance in Excel:

Create your SheetsFinance account on the website
Install the SheetsFinance Excel add-in
Open the account/connect view inside Excel
Copy your Connection ID from your Account Dashboard
Paste the Connection ID into Excel and connect

If you are using both Google Sheets and Excel, both environments connect back to the same SheetsFinance account.

When you share a spreadsheet with collaborators, function execution and quota use differ by platform. See How sharing works.

Free trials and when they start

SheetsFinance offers 15-day free trials without requiring payment details.

Your trial never auto-subscribes. It ends at the end of the 15-day period, and you are only charged if you actively subscribe yourself.

How the start of your trial works depends on how you begin:

Google Sheets in-app registration: your trial starts as part of the registration flow you complete inside Google Sheets.
Website-first signup: you create your SheetsFinance account on the website first, then connect Google Sheets or Excel using your Connection ID.

If you begin on the website and later connect a spreadsheet environment, that environment links back to the same SheetsFinance account and its trial/subscription state.

Switching Google accounts in Google Sheets

Because your SheetsFinance account is separate from your Google account, you are free to install SheetsFinance under a different Google account and reconnect it using your Connection ID.

This is useful if:

you changed Google accounts
you are moving between personal and work Google accounts
you signed up on the website first and now want to connect an existing SheetsFinance account to a different Google login

When you reconnect Google Sheets with the same Connection ID under another Google account, the latest Google Sheets connection becomes the active one for that SheetsFinance account.

Pricing and plans

We offer several tiers under our individual license for single, retail and hobbyist investors, students, and educators. For commercial use we offer business tiers for pro or team users. All pricing is in USD.

You can view plans at any time on our Pricing Page. For a full breakdown of current prices by product and billing cycle, see Pricing and plans.

Subscribing to SheetsFinance can be done at any time from our Pricing Page. Payment is handled securely through Stripe.

You can also jump to your dashboard from the spreadsheet account surfaces and manage your account from there.

How to update payment details

Head to your Account Dashboard and open the Settings tab. From there you can update your payment details.

You can also update payment details while changing your subscription from the Pricing Page.

How to change your subscription

You can change your subscription at any time by visiting the Pricing Page and selecting the plan you want.

How to cancel your subscription

You can cancel your SheetsFinance subscription at any time from your Account Dashboard. Both monthly and annual subscriptions end at the end of their current billing period, and you keep access until then.

Market Data, Brokerage, and Options are separate subscriptions, and you can cancel each product independently. If you subscribe to more than one product, they share the same billing cycle and are charged together on one invoice.

Cancelling a Brokerage subscription disconnects all linked brokerage accounts and invalidates their credentials. See Disconnect a brokerage account.

Managing your subscription

You can manage your SheetsFinance subscription, settings, connections, billing, and active products from your Account Dashboard.

Billing FAQ

Can I get a refund if I bought the wrong plan?

If you purchased the wrong plan, switch to the correct one from the Pricing Page. The system prorates the upgrade, so what you already paid for your current plan is credited toward the new one and you pay only the difference at checkout. The summary is shown before you confirm. For other billing questions, contact support.

When does a new subscription or plan change take effect?

Plan changes take effect immediately once you complete checkout. The checkout screen shows the prorated charge for the remainder of your current billing period before you confirm.

Are monthly billing options available?

Yes. Each plan has both monthly and annual billing options. The Pricing Page shows annual-billed plans by default; switch to the Monthly tab to see monthly prices.

Can I cancel my subscription at any time?

Yes. You can cancel from your Account Dashboard at any time. Both monthly and annual subscriptions end at the end of their current billing period, and you keep access until then. Market Data, Brokerage, and Options are separate subscriptions, so you can cancel each product independently.

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