Your bank data,in Excel.
Connect your bank through Plaid and sync transactions straight into your workbook. Works in Excel for Mac, Windows and the web.
Included with Pro and Max, from $4.99 a month.
Synced in five minutes.
Get Pro or Max
The Excel add-in comes with both, on the same subscription as the Chrome extension.
Install it from AppSource
In Excel, go to Insert › Add-ins and search for SheetLink. Nothing to download.
Sign in and connect your bank
Sign in with Google in the task pane and connect your bank through Plaid. The connection is read-only: it can’t move money.
Press Sync now
Transactions land at the end of your sheet, and rows already there are skipped.
No more CSV exports.
Works where Excel does
Excel for Mac, Windows and the web, with the same task pane everywhere.
No duplicates
SheetLink tracks every transaction ID. Sync as often as you like.
10,000+ banks
Banks and credit unions in the US and Canada, through Plaid.
Two years of history
Pro and Max reach back up to two years on your first sync.
Nothing stored
SheetLink never stores your transactions. They pass through in memory on the way to your workbook.
From Microsoft AppSource
Installed through Microsoft’s add-in store. No side-loading.
Included with Pro and Max.
One subscription covers Excel and the Chrome extension.
Free
One bank, your last 7 days.
$0for good
No card needed.
Add to Chrome- 1 bank
- Your last 7 days of transactions
- Google Sheets
- Sync as often as you like
Pro
Every bank, two years back.
$4.08a month
Billed $49 a year. Save 18%.
- Every bank you connect
- 2 years of transaction history
- Google Sheets and Excel
- Priority email support
Max
Pro, plus investments, the terminal and Claude.
$8.25a month
Billed $99 a year. Save 25%.
- Everything in Pro
- Investments: holdings and activity, with cost basis and gain or loss
- CLI automation:
sheetlink syncon your schedule - Postgres and SQLite output
- Claude, through the SheetLink MCP server
- API keys
Prices in US dollars. Compare every feature ›
Bank data in Excel.
Install the add-in from Microsoft AppSource in under a minute.