How SheetLink Works
Connect any bank via Plaid and sync your transactions to Google Sheets, Excel, Postgres, or Claude — in minutes, with one click.
Google Sheets
Chrome extension, one-click sync
Excel
AppSource add-in, Pro+
Postgres / SQLite
CLI output, MAX only
Claude AI
Ask questions about your spending
Four steps, start to finish
Install SheetLink
Add the Chrome extension from the Web Store, or install the Excel add-in from Microsoft AppSource. Developers can install the CLI with npm.
Connect your bank via Plaid
SheetLink uses Plaid — the same infrastructure trusted by Venmo and Robinhood — to securely link 10,000+ banks. Your credentials are never stored on our servers.
Choose where your data goes
Point SheetLink at any Google Sheet, Excel workbook, Postgres database, or Claude Desktop. You control the destination — SheetLink never reads your existing spreadsheet content.
Sync
Click Sync Now and your latest transactions land in your spreadsheet — date, merchant, amount, category, account. SheetLink deduplicates by transaction_id so you'll never see a duplicate row.
Data flow
Transaction data never permanently sits on SheetLink servers.
Transaction columns written to your sheet
| Column | Example | Note |
|---|---|---|
| transaction_id | txn_abc123 | Deduplication key |
| account_id | acc_xyz789 | Plaid account identifier |
| date | 2026-04-10 | Transaction date |
| name | Whole Foods Market | Merchant name |
| amount | -42.18 | Negative = spend, positive = income |
| category | Groceries | Plaid-assigned category |
| account_name | Chase Checking | Your account label |
Privacy-first by design
No stored credentials
Your bank username and password never touch SheetLink servers. Plaid handles authentication directly with your bank.
Manual sync only
SheetLink syncs when you click the button. No background connections, no scheduled monitoring, no surprise data access.
Read-only bank access
SheetLink requests read-only access via Plaid. It can see transactions — it cannot move money or change anything.
Your spreadsheet stays private
SheetLink writes to your sheet but never reads existing content. Your formulas, charts, and other data remain completely private.
Plans
Free forever plan — no credit card required to start.
Common questions
Why manual sync instead of automatic?
Manual sync is a deliberate privacy choice — you control exactly when your bank data is accessed. MAX tier users who want automation can use the CLI on their own cron schedule.
Does SheetLink store my transactions?
No. Transaction data passes through SheetLink's API in transit and is written directly to your spreadsheet or database. Nothing is stored on SheetLink servers.
What banks are supported?
SheetLink supports 10,000+ banks and credit unions via Plaid — Chase, Bank of America, Wells Fargo, credit unions, investment accounts, and more.
Can I use SheetLink with an existing spreadsheet?
Yes. SheetLink appends new rows to the bottom of whichever tab you configure. It never overwrites existing content, so your formulas, charts, and pivot tables stay intact.
Ready to try it?
Free forever for 7 days of history. No credit card required.