Sync bank transactions to Postgres

How it works

Three steps from install to queryable transactions in Postgres.

npm install -g sheetlink

sheetlink auth                    # browser sign-in, lasts 4 hours
sheetlink auth --api-key sl_...   # Max API key, for unattended runs

sheetlink sync --output postgres://user:pass@host/db

Postgres table schema

SheetLink creates these tables on the first sync. The schema is stable across syncs, so your downstream SQL stays intact. The transactions table has the same 34 columns SheetLink writes to Google Sheets and Excel, plus category (Plaid’s older category list).

CREATE TABLE IF NOT EXISTS sheetlink_transactions (
  transaction_id           TEXT PRIMARY KEY,
  account_id               TEXT,
  persistent_account_id    TEXT,
  account_name             TEXT,
  account_mask             TEXT,
  date                     DATE NOT NULL,
  authorized_date          DATE,
  datetime                 TEXT,
  authorized_datetime      TEXT,
  description_raw          TEXT,
  merchant_name            TEXT,
  merchant_entity_id       TEXT,
  amount                   DECIMAL(10,2),
  iso_currency_code        TEXT,
  unofficial_currency_code TEXT,
  pending                  BOOLEAN,
  pending_transaction_id   TEXT,
  check_number             TEXT,
  category_primary         TEXT,
  category_detailed        TEXT,
  payment_channel          TEXT,
  transaction_type         TEXT,
  transaction_code         TEXT,
  location_address         TEXT,
  location_city            TEXT,
  location_region          TEXT,
  location_postal_code     TEXT,
  location_country         TEXT,
  location_lat             DECIMAL(10,7),
  location_lon             DECIMAL(10,7),
  website                  TEXT,
  logo_url                 TEXT,
  source_institution       TEXT,
  category                 TEXT,
  synced_at                TIMESTAMP DEFAULT NOW()
);

CREATE TABLE IF NOT EXISTS sheetlink_accounts (
  account_id            TEXT PRIMARY KEY,
  persistent_account_id TEXT,
  name                  TEXT,
  official_name         TEXT,
  mask                  TEXT,
  type                  TEXT,
  subtype               TEXT,
  current_balance       DECIMAL(10,2),
  available_balance     DECIMAL(10,2),
  iso_currency_code     TEXT,
  institution           TEXT,
  last_synced_at        TIMESTAMP DEFAULT NOW()
);

amount follows Plaid’s sign: positive is money out (purchases, fees), negative is money in (deposits, refunds). The CLI doesn’t create indexes, so add your own if you query by date or account:

CREATE INDEX IF NOT EXISTS idx_sheetlink_transactions_date
  ON sheetlink_transactions (date DESC);

CREATE INDEX IF NOT EXISTS idx_sheetlink_transactions_account_id
  ON sheetlink_transactions (account_id);

What to do with transactions in Postgres

Manual CSV vs. the SheetLink CLI

Pricing

Postgres output is part of Max. Compare every plan ›

Questions