We currently use Excel for our Cashbook and there are tons of syncing issues. I was thinking of using Smartsheets but was wondering if anyone has an experience doing this?

We have multiple bank accounts that need to have debits and credits accurately input.

There are weekly and monthly transfers between accounts and multiply transaction types.

Thanks for any help!



  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 08/30/22

    Hi @DSullivan

    I hope you're well and safe!

    I recently developed a solution for a client where they could copy/paste/import the information from the bank and have it added correctly to Smartsheet.

    Another option could be to use the Premium App, Data Shuttle, to import it automatically.

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Thanks for the quick response. We use a cashbook as a journal to record transactions to proof against the bank statements.

    I am really looking for a template or someone's experience building one in Smartsheets.