How-To Guides
Step-by-step tutorials for syncing your bank data to Google Sheets, Excel, Postgres, and Claude.
⌘K
Getting Started
Install SheetLink, connect your bank via Plaid, and run your first sync in under 5 minutes.
Google Sheets
Step-by-step guides for syncing transactions, building budgets, and bookkeeping in Google Sheets.
Excel
Install the Excel add-in from AppSource and sync bank transactions directly into your workbook.
MAX
CLI & AutomationUse the sheetlink CLI to sync to Postgres, SQLite, JSON, or CSV on a schedule with cron.
Recipes
Install community-built automation scripts to extend what SheetLink does in your Google Sheets.
Popular guides
Sync bank transactions to Google SheetsSet up Google Sheets bookkeepingBuild a monthly budget in Google SheetsInstall the Excel add-in from AppSourceAsk Claude about your spendingSync to Postgres with the CLISet up cron automationInstall a RecipeAutomate bank transaction syncingExport bank transactions to CSVDoes Tiller use Plaid?
Can’t find what you’re looking for?
Email us at support@sheetlink.app and we’ll get back to you within 24 hours.