SheetLink

Sync Bank Transactions to Google Sheets

Looking to sync your bank account to Google Sheets? SheetLink makes it easy to import bank transactions when you choose using Plaid's secure API (manual control for privacy). No manual CSV downloads, no copy-paste—just privacy-first transaction data flowing directly into your Google Sheet when you click sync. Perfect for weekly or monthly reviews.

SheetLink connects to your bank via Plaid, the same infrastructure used by Venmo, Robinhood, and thousands of financial apps. Here's how it works:

  1. Add the extension from the Chrome Web Store

  2. Securely link your checking or savings account (10,000+ banks supported)

  3. Point SheetLink to any spreadsheet you own

  4. Hit sync and watch your transactions populate (manual control for privacy)

Google Sheets is the most flexible tool for managing your finances. When you sync bank transactions to Sheets, you can:

  • Build custom budgets with formulas that match your exact needs
  • Analyze spending patterns with pivot tables and charts
  • Share financial reports with your accountant or partner
  • Automate bookkeeping by categorizing transactions automatically
  • Track cash flow across multiple accounts in one dashboard

Most people sync bank data to Google Sheets by downloading CSV files from their bank and manually importing them. This works, but it's tedious and error-prone. SheetLink automates the entire process:

Manual CSVSheetLink
Log into bank websiteOne-click sync from Chrome
Download CSV fileDirect API connection
Open Sheets, import CSVWrites when you click sync
Repeat weeklyClick to sync (privacy-first)

SheetLink uses Plaid to connect to over 10,000 banks and credit unions, including:

ChaseBank of AmericaWells FargoCitibankCapital OneUS BankPNC BankTD BankAmerican ExpressDiscoverCredit unionsRegional banks

If your bank supports online banking, it's likely supported by Plaid and SheetLink.

Syncing bank data to Google Sheets requires trust. Here's how SheetLink protects your information:

  • Plaid handles authenticationYour bank credentials never touch SheetLink servers
  • Read-only accessSheetLink can only view transactions, not initiate transfers
  • Encrypted connectionsAll data flows over HTTPS with TLS 1.3
  • Pass-through architectureTransaction data doesn't sit on our servers
  • You control the sheetYour data lives in your Google account, not ours

SheetLink is free forever for the last 7 days of transactions. Perfect for:

  • Weekly budget reviews
  • Tracking recent spending
  • Testing the sync before upgrading
  • Light personal finance tracking

Unlimited transaction history (2+ years), historical backfill, priority support, and early access to new features. Significantly cheaper than Tiller Money ($79/yr) or YNAB ($14.99/mo).

Everything in Pro, plus the sheetlink sync CLI for unattended cron-scheduled syncs, output to Postgres, SQLite, JSON, and CSV, and Claude AI integration for conversational queries on your transaction data.