How it works
Four steps to get real bank data into your Excel workbook.
Install from Microsoft AppSource
Sign in with your Google account
Connect your bank through Plaid
Press Sync now
What happened to Money in Excel?
Microsoft’s Money in Excel was a Microsoft 365 template that connected bank accounts to a workbook through Plaid. Microsoft ended support on June 30, 2023: it can no longer connect accounts or pull new transactions, and Excel still has no built-in bank feed. SheetLink’s add-in brings bank sync back to Excel, in any workbook you choose, with the same Plaid connection behind it.
What data gets synced to Excel
Transactions sheet
34 columns per transaction row, the same on every plan, including:
datedescription_raw: the description from your bankmerchant_name: the cleaned merchant or payeeamount: positive for money out, negative for money incategory_primaryandcategory_detailed: Plaid’s categoriesaccount_nameandsource_institutiontransaction_id: the key that prevents duplicatespayment_channellocation_cityandlocation_regionpending: true until the transaction clears
Accounts sheet
One row per account, updated on every sync:
- Account name and institution
- Account type and subtype (checking, savings, credit)
- Current balance
- Available balance
- Account mask (last 4 digits)
- Account ID
Tip
Account rows update in place on each sync. Balances stay current without rows shifting, so your cell references stay intact.
Why not just export CSV from your bank?
Manual CSV export
- Log in to each bank separately
- Navigate to transaction history
- Choose a date range and download
- Open the CSV and fix formatting issues
- Paste into Excel and deduplicate rows
- Repeat for every account
- Redo it every month
SheetLink Excel add-in
- All banks connected once through Plaid
- Open Excel, press Sync now
- All accounts update in seconds
- The same columns every time
- Duplicates skipped by transaction ID
- Up to 2 years of transaction history (Pro)
- Next time, it’s one click again
What people use it for
Personal budget in Excel
Pull every bank and credit card transaction into one Excel workbook. Use SUMIFS to total spending by category, pivot tables for monthly summaries, and charts to see trends over time.
Small business bookkeeping
Freelancers and small business owners sync business account transactions to Excel for expense tracking, P&L statements and tax preparation, without paying for QuickBooks.
Cash flow monitoring
Track account balances and transaction velocity in Excel. Build dashboards that show income vs. spending across multiple accounts at a glance.
Excel-based accounting templates
If you already have an Excel accounting template, SheetLink feeds it fresh transaction data each time you sync. No need to switch tools: just add a bank data source to what you already use.
Pricing
| Plan | Price | What you get |
|---|---|---|
| Free | $0 | 1 bank, your last 7 days, Google Sheets |
| Pro | $4.99/mo or $39.99/yr | Every bank you connect, up to 2 years of history, Google Sheets and Excel, priority support |
| Max | $10.99/mo or $99/yr | Everything in Pro, plus investments, CLI automation, Postgres and SQLite output, and Claude |
The Excel add-in is included with Pro and Max. Compare every plan ›
Questions
How do I connect my bank account to Excel?
Install SheetLink’s Excel add-in from Microsoft AppSource, open it from the Home ribbon, add your bank through Plaid on the Banks tab, and press Sync now. Your transactions land in Excel rows, with no CSV exports and no copy and paste. The add-in syncs when you press the button; it doesn’t run on a schedule.
Does Excel connect directly to banks?
No. Excel has no built-in bank feed. SheetLink bridges the gap: it uses Plaid to connect to 10,000+ banks and credit unions and writes the transaction data into your Excel workbook.
What happened to Money in Excel?
Microsoft ended support for Money in Excel, its bank-connected template for Microsoft 365, on June 30, 2023. Since then it can’t connect new accounts or pull new transactions. SheetLink’s add-in works in any workbook: connect your banks through Plaid and press Sync now.
Is SheetLink’s Excel add-in free?
The Chrome extension has a free plan (one bank and your last 7 days, in Google Sheets). The Excel add-in needs SheetLink Pro ($4.99 a month) or Max ($10.99 a month), and one subscription covers both the extension and the add-in.
What bank data does SheetLink sync to Excel?
A Transactions sheet with 34 columns per transaction, including date, description_raw, merchant_name, amount, category_primary, category_detailed, account_name, source_institution, transaction_id and location. It also writes an Accounts sheet with each account’s current and available balance.
Does it work with Excel Online and Excel desktop?
Yes. The same SheetLink add-in works in Excel for Windows and Mac and in Excel on the web.
What banks are supported?
SheetLink uses Plaid, which connects to 10,000+ banks and credit unions in the US and Canada, including Chase, Bank of America, Wells Fargo, Citi, Capital One and most credit unions.
How is my banking data kept secure?
SheetLink never sees your bank username or password: you sign in to your bank through Plaid. The connection is read-only, so it can’t move money. Your transactions pass through SheetLink’s server in memory on their way to your workbook and aren’t stored, and Plaid access tokens are encrypted at rest.