MAX Tier — CLI Included

Sync Bank Transactions
to Postgres

One command. SheetLink's CLI connects to 10,000+ banks via Plaid and writes your transactions into a Postgres table — ready for dbt, Metabase, Tableau, or any SQL tooling you already use.

Get MAX Try Free with Chrome Extension

Chrome extension is free. Postgres sync requires MAX ($10.99/mo).

How It Works

Three steps from install to queryable transactions in Postgres.

Install the SheetLink CLI

Install globally or run with npx. The CLI is a Node.js tool — works on macOS, Linux, and Windows.

npm install -g sheetlink-cli
# or: npx sheetlink

Set DATABASE_URL and authenticate

Point the CLI at your Postgres instance via the DATABASE_URL environment variable, then authenticate with your SheetLink account.

export DATABASE_URL="postgresql://user:pass@localhost:5432/mydb"
sheetlink auth

Run the sync

One command writes all your bank transactions to a transactions table. The CLI creates the table automatically on first run and upserts on subsequent runs — no duplicates.

sheetlink sync --output postgres

Postgres Table Schema

SheetLink creates this table automatically on first sync. The schema is stable across syncs so your downstream SQL stays intact.

CREATE TABLE IF NOT EXISTS transactions (
  id                 SERIAL PRIMARY KEY,
  transaction_id     TEXT UNIQUE NOT NULL,
  date               DATE NOT NULL,
  name               TEXT,
  merchant_name      TEXT,
  amount             NUMERIC(12, 2),
  iso_currency_code  TEXT DEFAULT 'USD',
  category           TEXT[],
  account_id         TEXT,
  account_name       TEXT,
  institution_name   TEXT,
  pending            BOOLEAN DEFAULT FALSE,
  payment_channel    TEXT,
  location_city      TEXT,
  location_region    TEXT,
  created_at         TIMESTAMPTZ DEFAULT NOW(),
  updated_at         TIMESTAMPTZ DEFAULT NOW()
);

CREATE INDEX IF NOT EXISTS idx_transactions_date
  ON transactions (date DESC);

CREATE INDEX IF NOT EXISTS idx_transactions_account_id
  ON transactions (account_id);

Note: SheetLink uses INSERT ... ON CONFLICT (transaction_id) DO UPDATE — running sheetlink sync multiple times is safe and idempotent.

What to Do With Transactions in Postgres

BI Tools (Metabase, Tableau, Superset)

Connect your BI tool directly to Postgres. Build dashboards showing monthly spend by category, cash flow over time, or top merchants — all from your real bank data.

dbt Models

Use transactions as a source in your dbt project. Write models to categorize spend, calculate rolling averages, or join against other tables. The stable schema means your refs stay valid across syncs.

Custom Analytics

Write SQL directly against the transactions table. Group by merchant, filter by date range, or calculate account balances on any given day — no spreadsheet required.

Multi-User Dashboards

If you manage finances for multiple entities (business units, clients, family members), each can sync to separate schemas or tables in the same Postgres instance for a unified view.

Manual CSV vs. SheetLink CLI

Task	Manual CSV → Postgres	SheetLink CLI
Connect bank	Log into each bank website	Once via Plaid (Chrome extension)
Export data	Download CSV from each bank	sheetlink sync --output postgres
Handle multiple accounts	Separate CSV per account	All accounts in one command
Schema consistency	Different columns per bank	Same schema every time
Deduplication	Manual — check for duplicate rows	Automatic via transaction_id upsert
Repeat monthly	Full manual process again	Run same command again
Automation	Custom scripting required	Add to cron or CI workflow

Pricing

Free

$0 Chrome extension only

✓7 days of transaction history
✓Google Sheets sync
✓1 bank connection
✓Manual sync on demand

Try Free

Pro

$4.99 /mo or $39.99/year

✓24 months of history
✓Google Sheets + Excel add-in
✓Unlimited banks
✓Manual sync on demand

Get Pro

MAX

$10.99 /mo or $99/year

✓Everything in Pro
✓CLI + REST API
✓Postgres / SQLite / CSV / JSON
✓Automation pipelines

Get MAX

Frequently Asked Questions

How do I sync bank transactions to Postgres?

Install the SheetLink CLI with npm install -g sheetlink-cli, set your DATABASE_URL environment variable, authenticate with sheetlink auth, then run sheetlink sync --output postgres. The CLI creates the transactions table automatically.

What Postgres schema does SheetLink create?

SheetLink creates a transactions table with columns for transaction_id (unique key used for deduplication), date, name, merchant_name, amount, category, account_id, account_name, institution_name, pending, payment_channel, and location fields.

Does SheetLink deduplicate transactions on each sync?

Yes. SheetLink uses transaction_id as a unique key and performs an upsert. Running sync multiple times is safe — no duplicate rows are created.

What connection string format does SheetLink expect?

SheetLink reads the DATABASE_URL environment variable in standard Postgres format: postgresql://user:password@host:5432/dbname. SSL connections (Supabase, RDS, etc.) are supported.

Can I use SheetLink with a hosted Postgres service?

Yes. SheetLink works with any Postgres-compatible connection string, including Supabase, Neon, RDS, Heroku Postgres, PlanetScale (Postgres mode), and self-hosted instances.

What plan do I need for Postgres sync?

Postgres sync requires the MAX tier at $10.99/mo or $99/year. It is included alongside the REST API, SQLite sync, CSV export, and JSON export.

Get Your Bank Data Into Postgres Today

Install the CLI, run one command, and have real transactions in your database in minutes.

Get MAX — $10.99/mo Try Free with Chrome Extension

Sync Bank Transactions to Postgres