SheetLink
Chrome Extension — Free to Install

Export Bank Transactions to CSV with Plaid

SheetLink connects to 10,000+ banks via Plaid and gives you clean, consistent CSV exports — all banks in one file, same columns every time. Free via Chrome extension, automated via CLI.

Add to Chrome — FreeCLI for Automation

Chrome extension is free. CLI automation requires MAX ($10.99/mo).

Two Ways to Get a Bank CSV

Start free with the Chrome extension, or automate with the CLI.

Free

Chrome Extension

Install SheetLink for Chrome, connect your bank via Plaid, and sync to Google Sheets. From there, export the sheet as CSV in one click: File → Download → CSV.

  • ✓Free to install — no credit card
  • ✓7 days of history on free tier
  • ✓All banks sync to one Google Sheet
  • ✓Export CSV from Google Sheets anytime
Add to Chrome — Free
MAX — $10.99/mo

CLI Automation

Use the SheetLink CLI to write a .csv file directly from your terminal. Scriptable, automatable, and schedulable with cron.

sheetlink sync --output csv
  • ✓Direct .csv file output — no Google Sheets
  • ✓Automate with cron or CI pipeline
  • ✓Same schema every run
  • ✓24 months of history
Get CLI Access

CSV Columns You Get

SheetLink exports 18 columns per transaction — consistent across every bank you connect.

transaction_idUnique ID for deduplication
dateTransaction date (YYYY-MM-DD)
nameRaw transaction name from bank
merchant_nameCleaned merchant name (Plaid)
amountAmount (positive = debit, negative = credit)
iso_currency_codeCurrency (e.g., USD)
categoryPlaid top-level category
subcategoryPlaid subcategory
account_idUnique account identifier
account_nameAccount display name
account_typechecking / savings / credit
institution_nameBank name (e.g., Chase)
pendingtrue / false
payment_channelin store / online / other
location_cityCity of merchant (if available)
location_regionState/region
location_countryCountry code
logo_urlMerchant logo URL (Plaid enriched)

Why SheetLink CSV Beats Your Bank's CSV Export

Bank's Own CSV Export

  • ✗Different column names per institution
  • ✗Different date formats (MM/DD vs YYYY-MM-DD)
  • ✗One file per bank — manual merging required
  • ✗No merchant name enrichment
  • ✗No category data
  • ✗No deduplication key
  • ✗Logging into each bank every time

SheetLink CSV

  • ✓Same 18 columns every time, every bank
  • ✓Consistent ISO date format (YYYY-MM-DD)
  • ✓All banks in one file
  • ✓Clean merchant names via Plaid enrichment
  • ✓Category + subcategory included
  • ✓transaction_id as unique dedup key
  • ✓One sync covers all connected accounts

What People Use SheetLink CSV For

Tax Preparation

Export a full year of transactions in one CSV. Hand it off to your accountant or import it into your tax software. Consistent columns mean no reformatting.

Accountant Handoff

Send your bookkeeper a monthly CSV instead of multiple bank statements. One file, all accounts, clean merchant names — saves hours of reconciliation.

Import to QuickBooks or Wave

Both QuickBooks and Wave support CSV transaction imports. SheetLink's consistent schema and clean merchant names make the import process straightforward.

Spreadsheet Analysis

Open in Excel or Google Sheets, filter by category, pivot by month, or build a budget tracker — all from a clean, pre-formatted CSV that requires no cleanup.

Automate CSV Export with Cron + CLI

With the MAX tier CLI, add a cron job to generate a fresh CSV on your own schedule.

# Generate a daily bank CSV and upload to S3
# Add to your crontab: crontab -e
0 7 * * * sheetlink sync --output csv && aws s3 cp transactions.csv s3://my-bucket/bank-data/$(date +\%Y-\%m-\%d).csv

Note: SheetLink uses manual sync for privacy — no background bank access. For cron automation, combine sheetlink sync with sheetlink auth --api-key <key> for headless authentication without interactive Google OAuth.

Pricing

Free

$0 Chrome extension only
  • ✓7 days of history
  • ✓Google Sheets sync
  • ✓Export CSV from Sheets
  • ✓1 bank connection
Add to Chrome — Free

Pro

$4.99 /mo or $39.99/year
  • ✓24 months of history
  • ✓Google Sheets + Excel add-in
  • ✓Unlimited banks
  • ✓Manual sync on demand
Get Pro

MAX

$10.99 /mo or $99/year
  • ✓Everything in Pro
  • ✓CLI direct CSV output
  • ✓Automate with cron
  • ✓Postgres / SQLite / JSON too
Get CLI Access

Frequently Asked Questions

How do I export bank transactions to CSV using Plaid?

Install the SheetLink Chrome extension (free), connect your bank via Plaid, and sync to Google Sheets. From there, export as CSV via File → Download → CSV. For direct CSV output, use the SheetLink CLI (MAX): sheetlink sync --output csv.

Is CSV export free with SheetLink?

The Chrome extension is free and syncs to Google Sheets, which you can export as CSV. Direct CSV file output via the CLI requires MAX at $10.99/mo.

What columns are in the SheetLink CSV?

SheetLink CSV includes 18 columns: transaction_id, date, name, merchant_name, amount, iso_currency_code, category, subcategory, account_id, account_name, account_type, institution_name, pending, payment_channel, location_city, location_region, location_country, and logo_url.

Why is SheetLink CSV better than my bank's own CSV export?

Bank CSV exports vary by institution — different column names, different date formats, no category data. SheetLink produces a consistent schema across all your banks in a single CSV, with clean merchant names and a deduplication key.

Can I automate the CSV export?

Yes. With the SheetLink CLI (MAX tier), use sheetlink sync --output csv in a cron job. For headless/CI use, authenticate with an API key: sheetlink auth --api-key <key>.

What banks are supported?

SheetLink uses Plaid, which supports 10,000+ U.S. financial institutions including Chase, Bank of America, Wells Fargo, Citi, Capital One, and most credit unions.

Get Clean Bank CSVs in Minutes

Install free and sync your first bank in under 5 minutes. Upgrade to MAX when you need CLI automation.

Add to Chrome — FreeGet CLI for Automation
Last updated: April 2026