Excel add-in
Pro + MaxSheetLink’s Excel add-in brings the same bank sync capability to Microsoft Excel: both Excel Online and Excel for desktop. It’s available on Pro and Max plans.
Overview
The SheetLink Excel add-in is a task pane add-in distributed through Microsoft AppSource (ID: WA200010463). It works in:
- Excel Online (browser)
- Excel for Windows (Microsoft 365)
- Excel for Mac (Microsoft 365)
Subscription required: The Excel add-in requires a Pro or Max subscription. It is not available on the Free tier. See pricing.
Install from AppSource
There are two ways to install the add-in. Both result in the SheetLink task pane appearing in your Excel ribbon.
Option A: Install from inside Excel
Open Excel and click Insert → Add-ins
In the ribbon, go to Insert → Add-ins → Get Add-ins.
Search for “SheetLink”
In the Office Add-ins dialog, type SheetLink in the search bar.
Click Add
Click Add on the SheetLink listing (AppSource ID: WA200010463). The task pane will open on the right side of your workbook.
Option B: Install from AppSource directly
Go to AppSource
Click “Get it now”
You’ll be redirected into Excel Online with the add-in loaded. Sign in to your Microsoft account if prompted.
Connect your bank
The Excel add-in uses the same Plaid-based bank connection as the Chrome extension. If you’ve already connected a bank in the Chrome extension on the same account, your connections will be shared.
Sign in with Google inside the task pane
The add-in task pane will show a “Sign in with Google” button. Click it and complete the Google OAuth flow in the popup that opens.
Connect a bank (if not already connected)
Click “Connect Bank” in the task pane. Plaid Link will open and guide you through connecting your institution.
Confirm your connected accounts
After Plaid completes, your institution will appear in the task pane with its connected accounts listed.
Sync to Excel
Syncing in the Excel add-in works identically to the Chrome extension, but writes into your Excel workbook instead of Google Sheets.
Open the SheetLink task pane
Go to Insert → Add-ins → click SheetLink to reopen the task pane if it was closed.
Click “Sync Now”
SheetLink fetches transactions from your connected banks and writes them into your workbook.
View results in the Transactions sheet
SheetLink creates a Transactions tab and an Accounts tab in your workbook. The same 34 columns written to Google Sheets are written here.
Columns written to your Transactions sheet:
Troubleshooting
Task pane shows a blank screen or won’t load
Try removing and re-adding the add-in. Go to Insert → Add-ins → My Add-ins, right-click SheetLink, and choose Remove. Then reinstall from AppSource.
“Sign in required” error after already signing in
Your JWT may have expired (they expire after 4 hours). Click Sign in with Google again to refresh your token. If using the CLI, consider switching to a Max API key which never expires.
Sync completes but no rows are added
This usually means all fetched transactions already exist in your sheet (they were already synced). Check the last sync timestamp: if it was recent, your data is up to date. If you’re on Free tier, only the last 7 days of transactions are returned.
Bank shows “Re-authentication required”
Some banks expire Plaid access tokens periodically. Click the re-authenticate button and complete the Plaid flow again. This is normal and doesn’t delete any existing data.
Add-in doesn’t appear in the ribbon after installation
Close and reopen Excel. If the add-in still doesn’t appear, go to Insert → Add-ins → My Add-ins and manually load it from there. Microsoft 365 sometimes requires a restart to register new add-ins.
Still having issues? Email support@sheetlink.app with your Excel version and a description of what you’re seeing.