Support

Try clicking "Sync Now": SheetLink syncs manually, so new transactions won’t appear until you sync. If the sync button is greyed out, check that your bank is still connected on the Bank tab. If your bank shows a red dot, it needs to be reconnected.

Open SheetLink (Chrome extension or Excel Add-in), go to the Bank tab, and click "Add Bank." You’ll be prompted to connect via Plaid: search for your institution, enter your credentials directly in Plaid’s secure window, and authorize the connection. SheetLink never sees your bank username or password.

A red dot means the connection to your bank has expired or needs re-authorization. This is common after a bank password change or MFA update. Go to the Bank tab, click the three dots next to the bank, and select "Reconnect." You’ll go through Plaid again to restore access.

Switch tabs inside the add-in (e.g. tap Bank then back to Home). This triggers a tier refresh. If it still shows after that, sign out and sign back in. Your subscription is tied to the Google account you used at checkout, so make sure you’re signed in with the same email. If you purchased with a different email, go to your dashboard billing page and use the "Already purchased?" section to link that subscription to your account.

No. SheetLink is a pass-through: transaction data flows from Plaid to your spreadsheet in under a second and is never stored on our servers. We only store encrypted Plaid access tokens and your Google user ID. See our Privacy Policy for the full breakdown.

Yes, with Pro or Max. The Chrome extension writes to Google Sheets, and the Excel add-in from Microsoft AppSource writes to the workbook you have open. Both use the same account and bank connections.

Max adds investments (holdings and activity), CLI automation (API keys, so sheetlink sync runs unattended from cron or CI), Postgres and SQLite output, and Claude through the SheetLink MCP server. Everything in Pro is included.

Email support@sheetlink.app with the subject "Cancel subscription" and the email address on your account. We’ll process it within one business day. You’ll retain access until the end of your current billing period.

Yes. SheetLink writes data to your spreadsheet but doesn’t keep a copy. If you’ve deleted the tab, that data is gone. Your next sync will create a fresh Transactions tab with new data from your connected banks. We recommend keeping a backup copy of your sheet.