SheetLink

Your First Sync

Connect your real bank accounts and sync the last 7 days of transactions to Google Sheets, free forever.

1

Install SheetLink

Install the SheetLink Chrome extension from the Chrome Web Store. Once installed, pin it to your toolbar for easy access.

Add to Chrome
2

Sign In with Google

Click the SheetLink extension icon and sign in with your Google account. This allows SheetLink to:

  • •Tie your Plaid Items to your Google user ID (for cross-device restoration)
  • •Write transaction data to your Google Sheets

Privacy Note: SheetLink does not access your sheet contents beyond required write operations. We only store your Google user ID and linked sheet metadata (title, ID).

3

Connect Your Bank in Production

Click "Add a Bank via Plaid" to open Plaid Link. Choose your real bank from the list and securely authenticate with your credentials.

The Free Tier syncs the last 7 days of transaction history per institution. Your initial sync may take a few seconds depending on your transaction volume.

Security: SheetLink never sees or stores your bank credentials. Authentication happens directly between you and Plaid, which is trusted by millions of users.

4

Link Your Google Sheet

Paste the URL of a Google Sheet you own. SheetLink will verify that you have edit access before connecting.

Important: You must have edit access to the sheet. SheetLink automatically verifies this by testing write permissions. If you see an error, make sure the sheet is owned by your Google account or shared with edit permissions.

Once connected, SheetLink will create two tabs in your sheet:

  • •Accounts: Lists your connected bank accounts
  • •Transactions: Contains all your transaction data
5

Sync Your First 7 Days

Navigate to the Home tab in the extension and click "Sync Now". You'll see status messages as SheetLink fetches and writes your transactions.

Your transaction data will appear in the Transactions tab with these columns:

Date | Name | Amount | Category | Account | Institution | Transaction ID

SheetLink uses append-only mode, meaning new transactions are added to the bottom of your sheet. Existing rows are never modified or deleted.

6

Understanding Your Sheet Structure

Accounts Tab:

  • •Account Name, Type, Current Balance, Institution
  • •Updated on every sync

Transactions Tab:

  • •Date, Name, Amount, Category, Account, Institution, Transaction ID
  • •Append-only (new rows added, existing rows never modified)
  • •Automatic deduplication using Transaction ID

Pro Tip: Use Google Sheets filters, pivot tables, and formulas to analyze your data. SheetLink gives you raw transaction data, and you control how it's presented.

Next Steps

Check out the User Guide to learn how to manage your connections and get the most out of SheetLink.

Read the User Guide