SheetLink
No wealth management upsells

Track Finances Without the Empower Sales Pitch

Empower is free — but funded by selling you wealth management. SheetLink puts bank transactions directly into Google Sheets or Excel. No advisor calls. Free for 7 days, Pro at $4.99/mo.

No credit card required. No advisor calls. No percentage of your assets.

Empower's free dashboard is funded by selling wealth management at 0.89% AUM/year. Once you show investable assets, expect recurring advisor outreach and investment pitches.

Your financial data lives in Empower's system. SheetLink puts transactions directly into your Google Sheet or Excel file — you own it, format it, share it however you want.

Empower is built for high-net-worth investors tracking portfolios. If you need simple cash flow tracking and bookkeeping, SheetLink is a better fit.

FeatureSheetLinkEmpower
Free (wealth mgmt upsell)

None

Advisor calls + wealth mgmt

Native Google Sheets + Excel

Export only

Your Google/Excel account

Empower's servers

Budgeting, bookkeeping, cash flowInvestment + net worth tracking

Manual click (privacy-first)

Automatic (daily)

SheetLink charges a simple subscription — not a percentage of your wealth

Empower

  • Dashboard: Free
  • Wealth Mgmt: 0.89% AUM/year
  • Advisor calls after sign-up
  • No spreadsheet output