SheetLink - Sync Bank Transactions to Excel

SheetLink connects your bank accounts to Microsoft Excel via Plaid, the same secure bank connectivity used by thousands of financial apps.

Once connected, SheetLink syncs your transactions directly into your active workbook — no copy-paste, no CSV exports, no manual data entry.

HOW IT WORKS

1. Install SheetLink from AppSource and open it from the Home ribbon

2. Sign in with your Google account (Pro subscription required)

3. Connect your bank via Plaid's secure interface — SheetLink never sees your credentials

4. Click Sync Now to write your transactions into Excel

WHAT YOU GET

• Transactions sheet — 30+ columns including Date, Name, Amount, Category, Merchant, Payment Channel, Location, and more

• Accounts sheet — current balances and account details for every connected bank

• Support for unlimited banks and credit cards

• Full Plaid transaction history (up to 2 years) on first sync

PRIVACY & SECURITY

SheetLink is a pass-through — transaction data flows from Plaid to your workbook in under a second and is never stored on SheetLink's servers. Your bank credentials are handled exclusively by Plaid and never seen by SheetLink.

REQUIREMENTS

• SheetLink Pro subscription (sheetlink.app/pricing)

Bank connections are shared with the SheetLink Chrome extension — connect once, sync from both.