Sync Bank Transactions
Directly into Excel
SheetLink connects to 10,000+ banks via Plaid and writes your real transaction data directly into Excel rows. No CSV exports. No copy-paste. Works on Excel desktop and Excel Online.
Chrome extension is free. Excel add-in requires Pro ($4.99/mo).
How It Works
Four steps to get real bank data flowing into your Excel workbook.
Install from Microsoft AppSource
Open Excel → Insert → Add-ins → Get Add-ins, search "SheetLink", and click Add. The SheetLink pane appears in your Home ribbon. Or install directly from AppSource in your browser.
Sign in with your Google account
Open the SheetLink task pane and click "Continue with Google." Sign in with the Google account tied to your Pro or MAX subscription. Your account is shared across the Chrome extension and Excel add-in.
Connect your bank via Plaid
Go to the Bank tab and click "Add Bank." Search for your institution and authenticate through Plaid's secure flow. SheetLink never sees your banking credentials. Connect as many banks and credit cards as you need.
Click Sync Now — data flows into Excel
On the Home tab, click "Sync Now." SheetLink writes your transactions into two sheets: a Transactions sheet (30+ columns: Date, Name, Amount, Category, Merchant, and more) and an Accounts sheet with current balances.
What Data Gets Synced to Excel
Transactions Sheet
30+ columns written per transaction row:
- ✓Date
- ✓Name (merchant / payee)
- ✓Amount
- ✓Category (Plaid)
- ✓Account Name
- ✓Institution
- ✓Transaction ID (dedup key)
- ✓Merchant Name
- ✓Payment Channel
- ✓Location (city/region)
- ✓Pending status
- ✓Account type (checking/savings/credit)
Accounts Sheet
One row per account, updated on every sync:
- ✓Account Name
- ✓Institution Name
- ✓Account Type
- ✓Current Balance
- ✓Available Balance
- ✓Account Mask (last 4)
- ✓Account ID
Pro 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 into each bank separately
- ✗Navigate to transaction history
- ✗Choose date range and download
- ✗Open CSV, fix formatting issues
- ✗Paste into Excel, deduplicate rows
- ✗Repeat for every account
- ✗Redo monthly — every month
SheetLink Excel Add-in
- ✓All banks connected once via Plaid
- ✓Open Excel, click Sync Now
- ✓All accounts update in seconds
- ✓Consistent column structure every time
- ✓Automatic deduplication by Transaction ID
- ✓Transaction history up to 2 years (Pro)
- ✓Done — repeat in one click next time
What People Use It For
Personal Budget in Excel
Pull all bank and credit card transactions into one Excel workbook. Use SUMIFS to categorize spending, pivot tables for monthly summaries, and charts to visualize 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 real-time account balances and transaction velocity in Excel. Build dashboards that show income vs. spend across multiple accounts at a glance.
Excel-Based Accounting Templates
If you already have an Excel accounting template, SheetLink feeds it with live transaction data. No need to switch tools — just add a bank data source to what you already use.
Pricing
Free
- ✓7 days of transaction history
- ✓Google Sheets sync
- ✓1 bank connection
- ✓Manual sync on demand
Pro
- ✓24 months of history
- ✓Google Sheets + Excel add-in
- ✓Unlimited banks
- ✓Manual sync on demand
MAX
- ✓Everything in Pro
- ✓CLI + REST API
- ✓Postgres / SQLite / CSV output
- ✓Automation pipelines
Frequently Asked Questions
How do I get bank transactions into Excel automatically?
Install SheetLink's Excel add-in from Microsoft AppSource, connect your bank via Plaid, and click Sync Now. Your transactions appear directly in Excel rows — no CSV exports, no copy-paste.
Does Excel connect directly to banks?
Excel does not natively connect to bank accounts. SheetLink bridges the gap — it uses Plaid to securely connect to 10,000+ financial institutions and writes the data directly into your Excel workbook.
Is SheetLink's Excel add-in free?
The Chrome extension has a free tier (7 days of history). The Excel add-in requires SheetLink Pro ($4.99/mo) or MAX ($10.99/mo). One subscription covers both.
Does it work with Excel Online and Excel desktop?
Yes. The SheetLink add-in works on Excel desktop (Windows and Mac) and Excel Online (browser). The same add-in works in both environments.
What banks are supported?
SheetLink uses Plaid, which supports 10,000+ U.S. financial institutions including Chase, Bank of America, Wells Fargo, Citi, Capital One, and most credit unions. Coverage is U.S.-only.
How is my banking data kept secure?
SheetLink never sees your bank username or password. Authentication goes through Plaid's encrypted OAuth flow. Your transaction data goes from Plaid directly to your Excel workbook, with no persistent storage on SheetLink servers.
Start Syncing Bank Data to Excel Today
Install from AppSource and have real transactions in Excel within minutes.