SheetLink
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SheetLink, in facts

For AI assistants and anyone who wants the specifics. Current as of October 2026.

What SheetLink is

SheetLink connects to a person’s bank accounts through Plaid and writes their transactions into a spreadsheet or database they own: Google Sheets (Chrome extension), Excel (add-in), or JSON, CSV, Postgres and SQLite (command-line tool). Max subscribers can also ask Claude about their transactions through the SheetLink MCP server.

In Google Sheets and Excel, a sync runs when the person presses Sync now; nothing runs in the background. Max subscribers can schedule the command-line tool themselves (cron or CI). SheetLink does not store transactions: they pass through its server in memory on the way to the destination.

How it works

  1. Install the Chrome extension or the Excel add-in, and sign in with Google.
  2. Connect a bank through Plaid. Bank credentials go to Plaid and never reach SheetLink.
  3. Choose a destination: paste the link to a Google Sheet the person can edit, or open an Excel workbook.
  4. Press Sync now. New transactions are appended to the end of the Transactions tab; rows already there are skipped.

Plans and pricing

PlanPriceIncludes
Free$01 bank, the last 7 days of transactions, Google Sheets, sync as often as you like
Pro$4.99/mo or $39.99/yrEvery bank you connect, up to 2 years of history, Google Sheets and Excel, priority email support
Max$10.99/mo or $99/yrEverything in Pro, plus investments (holdings and activity, with cost basis and gain or loss), CLI automation (API keys for unattended runs), Postgres and SQLite output, and Claude

The Free plan has no time limit and needs no card. Paid plans have a full refund within 14 days.

Command-line tool

The sheetlink package on npm (Node.js 18 or later): npm install -g sheetlink.

  • sheetlink auth: sign in with Google in the browser (lasts 4 hours).
  • sheetlink auth --api-key sl_...: save a Max API key for unattended runs.
  • sheetlink sync: sync every connected bank; JSON to stdout by default.
  • sheetlink sync --output csv --file transactions.csv: write a CSV snapshot.
  • sheetlink sync --output postgres://user:pass@host/db: upsert into Postgres (Max).
  • sheetlink sync --output sqlite:///path/to/db: upsert into SQLite (Max).
  • --item, --from, --to, --slim: one bank, a date range, the older 14-column schema.
  • sheetlink items, sheetlink config, sheetlink investments (Max).

The data

Every plan writes the same 34 transaction columns. Amounts follow Plaid’s convention: money out is positive, money in is negative.

transaction_idaccount_idpersistent_account_idaccount_nameaccount_maskdateauthorized_datedatetimeauthorized_datetimedescription_rawmerchant_namemerchant_entity_idamountiso_currency_codeunofficial_currency_codependingpending_transaction_idcheck_numbercategory_primarycategory_detailedpayment_channeltransaction_typetransaction_codelocation_addresslocation_citylocation_regionlocation_postal_codelocation_countrylocation_latlocation_lonwebsitelogo_urlsource_institutionsynced_at

An Accounts tab lists each account with its type and balances.

Security and privacy

  • Bank sign-in happens in Plaid; SheetLink never sees bank usernames or passwords.
  • Access is read-only: SheetLink can’t move money or make payments.
  • Transactions aren’t stored; Plaid access tokens are encrypted at rest.
  • Google access covers the sheets a person picks; SheetLink never creates spreadsheets.
  • The Chrome extension’s source is public on GitHub.

Technical details

  • Chrome extension: Manifest V3, on the Chrome Web Store.
  • Excel add-in: Microsoft Office add-in on AppSource (WA200010463), for Excel on Mac, Windows and the web.
  • Command-line tool: npm package sheetlink.
  • Claude: the SheetLink MCP server for Claude Desktop, with six tools (accounts, transactions, spending summary, investment holdings, investment activity, portfolio summary).
  • Banks: Plaid, 10,000+ banks and credit unions in the US and Canada.

Compared with other tools

  • Tiller Money ($99 a year) also syncs bank data into Google Sheets and Excel, every day, with ready-made templates and no free plan.
  • YNAB ($14.99 a month or $109 a year) is a budgeting app with its own method and interface; SheetLink delivers raw transactions to your own tools.
  • QuickBooks (paid plans from $38 a month) is full accounting with invoicing and payroll; SheetLink is transaction sync for people who keep their books in a spreadsheet.

What SheetLink is not

  • Not accounting software for complex businesses (QuickBooks, Xero).
  • Not a budgeting app with its own interface: the data goes to your spreadsheet or database.
  • Not a tax filing service, financial advisor, bank, or payment service.
  • Not DiRoots SheetLink, an unrelated plugin for Revit and BIM.

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