Chrome extension
The SheetLink popup has five tabs: Dashboard, Bank, Sheet, Recipes, and Settings. Here’s what each one does.
Overview
Click the SheetLink icon in your Chrome toolbar to open the popup. The extension popup is ~380px wide and opens inline, with no new tabs or windows. The interface is intentionally minimal: each tab focuses on a single job.
| Tab | Purpose |
|---|---|
| Dashboard | Sync Now button, last sync time, sync status, plan tier |
| Bank | Manage Plaid connections: add, view, and re-authenticate banks |
| Sheet | Link or change your destination Google Sheet URL |
| Recipes | Browse and install community-built automation scripts |
| Settings | Append-only toggle, billing portal, sign out |
Home tab
The Dashboard tab is the default view when you open SheetLink. It gives you a quick status snapshot and the primary Sync Now action.
Sync Now
The large green button triggers an immediate sync. SheetLink fetches the latest transactions from all your connected banks and appends new rows to your linked Google Sheet.
Sync Status
A status indicator shows the result of the last sync: number of new transactions added, any errors, and the timestamp of the last successful sync.
Plan Tier Badge
Your current plan (Free / Pro / Max) is shown. Free users see an upgrade prompt after syncing.
Manual-only by design: SheetLink never syncs until you click Sync Now. This is intentional: you decide when your bank data flows to your sheet.
Bank tab
The Bank tab manages your Plaid connections, the secure bridge between SheetLink and your financial institutions.
Connected Institutions
Each connected bank is listed with its institution name, the accounts you shared with Plaid, and the connection status (active or needs re-authentication).
Add Bank
Click “Connect Bank” to open Plaid Link and add a new institution. Pro and Max users can add unlimited banks. Free users are limited to one.
Re-authenticate
Some banks expire Plaid tokens after 90 days or when you change your password. If a connection shows an error, click “Re-authenticate” to go through Plaid Link again. This restores the connection without losing your history.
Sheet tab
The Sheet tab controls which Google Sheet receives your transaction data.
Linked Sheet URL
Shows the currently linked spreadsheet URL. SheetLink writes to the first tab (or a tab named “Transactions” if it exists).
Change Sheet
Paste a new Google Sheets URL and click Save to switch your destination. Changing the sheet does not delete any existing data in the old or new sheet.
Permissions: You must have edit access to the linked sheet. SheetLink uses OAuth to write on your behalf. It only writes to the sheet you link.
Recipes tab
The Recipes tab is a marketplace for community-built Google Apps Script automations that extend what SheetLink can do with your transaction data.
What are recipes?
Recipes are Google Apps Script (.gs) files that run inside your Google Sheet. They can:
- Categorize transactions and build a monthly budget summary
- Flag large or unusual transactions with color coding
- Auto-sort transactions by date or amount
- Build a pivot table of spending by merchant
- Send a weekly Slack or email digest of your spending
- Calculate net worth from account balances
Recipes are open source and hosted on GitHub. You can review any recipe before installing it.
Installing a recipe
Open the Recipes tab
Click the Recipes tab in the SheetLink popup. The marketplace loads with available community recipes.
Browse and select a recipe
Each recipe shows a name, description, and author. Click a recipe card to see what it does.
Click “Install”
SheetLink installs the Apps Script code into your linked Google Sheet. You may be prompted to authorize the script’s additional permissions (e.g., to send email for notification recipes).
Run the recipe
Most recipes add a custom menu to your Google Sheet (e.g., “SheetLink › Run Budget Summary”). Some run automatically when new transactions are added.
Settings tab
The Settings tab contains configuration options and account management.
Append-Only Mode
When enabled (the default), SheetLink only adds new transactions; it never modifies or deletes existing rows. This is safe for sheets with formulas that reference transaction rows. Disabling this mode allows SheetLink to overwrite rows when transaction data changes (e.g., a pending transaction settles).
Billing
A link to the Stripe customer portal where you can upgrade, downgrade, update payment info, or cancel your subscription.
Sign Out
Signs you out of SheetLink. Your bank connections and sheet link are preserved; you’ll just need to sign in again the next time you open the extension.