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.
ClaudeMax
Ask Claude questions about your spending using live bank data via the MCP integration.
CLI automationMax
Schedule sheetlink sync with cron to keep a Postgres or SQLite database current.
Recipes
Install ready-made analysis recipes in your Google Sheets.
Popular guides
- Sync bank transactions to Google Sheets
- Set up Google Sheets bookkeeping
- Build a monthly budget in Google Sheets
- Install the Excel add-in from AppSource
- Ask Claude about your spending
- Sync to Postgres with the CLI
- Set up cron automation
- Install a recipe
- Automate bank transaction syncing
- Export bank transactions to CSV
- Does Tiller use Plaid?
All how-to guides
- Auto-Categorize Bank Transactions with AI
- How to Track Dropshipping Expenses
- Amazon FBA Bookkeeping in Spreadsheets
- Sync Bank Transactions to Google Sheets
- Free Google Sheets budget templates
- Free Excel budget templates
- Google Sheets Bookkeeping Guide
- Google Sheets Budgeting Guide
- Excel Budgeting Tool Alternative
- Freelance Developer Expense Tracker
- Contractor Expense Tracker
Can’t find what you’re looking for?
Email us at support@sheetlink.app and we’ll get back to you within 24 hours.