SheetLink - Sync Bank Transactions to Excel

SheetLink puts your bank transactions in your own Excel workbook. Connect a bank through Plaid, open SheetLink from the Home tab and press Sync. New transactions are added to the end of the Transactions sheet, and rows already there are never added twice.

The Excel add-in needs a SheetLink Pro or Max plan. Free accounts can use SheetLink in Google Sheets.

What you get

• Up to 2 years of history from every bank you connect.

• The same 34 columns as Google Sheets: date, description, merchant, amount, account, Plaid's categories, pending status, location and more.

• An Accounts sheet with each account's current and available balance.

• Pick which banks and accounts sync. Turning one off only stops new rows.

• Connect a bank once and use it in Excel, Google Sheets and the SheetLink CLI.

• With Max: investment holdings and activity in their own sheets.

How it works

1. Sign in with Google.

2. Connect a bank through Plaid: 10,000+ banks, credit unions and card issuers in the US and Canada.

3. Press Sync. SheetLink writes into the workbook you have open.

Privacy

SheetLink doesn't store your transactions. They pass from Plaid through SheetLink into your workbook. Your bank login goes to Plaid, never to SheetLink. Bank connection tokens are encrypted and deleted when you disconnect.

Plans

Pro: $4.99 a month or $49 a year. Max: $10.99 a month or $99 a year. Cancel any time.

Support: support@sheetlink.app