How SheetLinkworks.
Connect your bank through Plaid, choose where your data goes, and press Sync now. SheetLink fetches your transactions and hands them over without keeping a copy.
Four steps, start to finish.
Install SheetLink
Add the Chrome extension, or get the Excel add-in from Microsoft AppSource. Developers can install the CLI with npm.
Connect your bank through Plaid
More than 10,000 banks and credit unions in the US and Canada. Your bank login never reaches our servers.
Choose where your data goes
A Google Sheet, an Excel workbook, a Postgres or SQLite database, or Claude Desktop.
Press Sync now
Your latest transactions land at the end of your sheet. SheetLink checks transaction_id, so a row is never written twice.
What lands in your sheet.
Your bank, then Plaid, then SheetLink’s API for less than a second, then your sheet. Every plan writes the same 34 columns. These are the ones you’ll use most.
| Column | What it holds |
|---|---|
transaction_id | Plaid’s ID for the transaction. SheetLink skips rows it already wrote. |
account_name | The account’s name. |
account_mask | The last four digits of the account. |
date | The date the transaction posted. |
merchant_name | Who you paid, or who paid you. |
amount | Positive is money out, negative is money in (Plaid’s convention). |
iso_currency_code | The currency, such as USD. |
pending | Whether the transaction is still pending. |
category_primary | Plaid’s category. |
category_detailed | Plaid’s more specific category. |
payment_channel | Online, in store, or other. |
source_institution | The bank it came from. |
synced_at | When SheetLink wrote the row. |
The other 21:
Private by design.
No stored bank logins
Your bank username and password never touch SheetLink. Plaid handles sign-in with your bank directly.
Nothing in the background
In Sheets and Excel, SheetLink syncs when you press the button. Max users can schedule the CLI themselves.
Read-only bank access
Through Plaid, SheetLink can read transactions and balances. It can’t move money or change anything.
No copy of your transactions
They pass through our server in memory on their way to you, and aren’t saved.
Try it on your bank.
Free for one bank and your last 7 days. No card needed.