Getting started
Get SheetLink up and running in under five minutes. You’ll install the Chrome extension, connect a bank account via Plaid, link a Google Sheet, and pull your first transactions.
Overview
SheetLink is a Chrome extension (and Excel add-in) that connects your real bank accounts to a spreadsheet using Plaid. Transactions flow from your bank into rows you control. SheetLink reads only the tabs it writes, to skip rows already there, and nothing syncs in the background.
SheetLink has three tiers:
| Tier | Price | History | Includes |
|---|---|---|---|
| Free | $0 forever | Last 7 days | 1 bank, Chrome extension, Google Sheets |
| Pro | $4.99/mo $39.99/yr | 2 years | Every bank you connect, Excel add-in, backfill |
| Max | $10.99/mo $99/yr | 2 years | Everything in Pro + CLI automation, API keys, Postgres/SQLite output, investments, Claude |
Install the extension
Open the Chrome Web Store listing
Click “Add to Chrome”
Confirm the permissions prompt. SheetLink requests access to Google Sheets (to write to the sheet you pick) and your identity for sign-in.
Pin the extension to your toolbar
Click the puzzle-piece icon in Chrome’s toolbar, find SheetLink, and click the pin icon. This puts the SheetLink icon one click away.
Sign in with Google
Click the SheetLink icon in your toolbar. On first launch, you’ll be prompted to sign in with your Google account. This links your identity so SheetLink can write to your Sheets.
Note: SheetLink is open source. You can review the full extension code on GitHub before installing.
Connect your bank
SheetLink uses Plaid to securely connect to your bank. Plaid is SOC 2 Type II certified. Your banking credentials are never stored by SheetLink.
Open the extension and go to the Bank tab
Click the SheetLink icon in your toolbar to open the popup, then select the Bank tab.
Click “Connect Bank”
This opens Plaid Link, a secure modal where you search for your bank and enter your credentials. SheetLink never sees these credentials.
Complete the Plaid flow
Search for your institution, log in, and select the accounts you want to share. Plaid returns a token to SheetLink. That’s what gets stored, not your password.
Confirm your connection
After completion, your institution name and connected accounts will appear in the Bank tab.
Free tier limit: The Free tier supports 1 bank connection. Upgrade to Pro or Max for unlimited connections.
Link your Google Sheet
SheetLink writes transactions into a Google Sheet you own. You can use an existing sheet or create a new blank one.
Open (or create) a Google Sheet
Go to sheets.google.com and create a new spreadsheet or open an existing one.
Copy the sheet URL
Copy the full URL from your browser’s address bar. It looks like:https://docs.google.com/spreadsheets/d/1BxiMVs0XRA5nFMdKvBdBZjgmUUqptlbs74OgVE2upms/edit
Paste the URL in the Sheet tab
Open the SheetLink popup, click the Sheet tab, paste the URL into the field, and click Save.
Tip: SheetLink reads only the tabs it writes, to skip rows that are already there. It doesn’t read or change your other tabs or formulas.
Your first sync
With a bank connected and a sheet linked, you’re ready to sync.
Go to the Dashboard (Home) tab
Open the SheetLink popup. The first tab shown is the Dashboard tab.
Click “Sync Now”
SheetLink fetches your recent transactions from Plaid and writes them into your linked sheet. This typically takes 5–15 seconds.
Open your Google Sheet
Your transactions will appear in a tab called Transactions. A second tab called Accounts will contain your account details.
Columns written to your Transactions tab, the same 34 on every plan:
Deduplication: SheetLink deduplicates by transaction_id. You can safely sync as many times as you want: rows are only appended if they’re new.
Next steps
Chrome Extension Deep Dive →
Learn about every tab in the extension popup.
Upgrade to Pro or Max →
Get 2 years of history, unlimited banks, the Excel add-in, and with Max, CLI automation.
CLI Reference →
Automate syncs, export to Postgres, and more with the CLI.
FAQ →
Billing, security, bank questions, and troubleshooting.