SheetLink: Sync Bank Transactions to Google Sheets
Extension Actions
- Extension status: In-App Purchases
SheetLink syncs real bank transactions directly into Google Sheets. Powered by Plaid. Privacy-first. Free for 7 days of history.
Stop exporting CSVs. SheetLink connects your real bank accounts directly to Google Sheets — one click, privacy-first, $3.99/mo.
Cheaper than Tiller. More private than YNAB. No proprietary app — just your Google Sheet.
Manual Sync — You control exactly when data moves. No background bank access, ever.
New: Recipe Marketplace
Choose from pre-built financial templates (Personal Budgeting, Business P&L, Cash Flow Analysis) that automatically set up your spreadsheet with the right structure and formulas. Build your P&L in 30 seconds instead of 30 minutes.
➤ What is SheetLink?
SheetLink uses Plaid to securely connect to 10,000+ financial institutions and automatically sync transactions into your own Google Sheets.
Ideal for spreadsheet-first workflows including personal finance, budgeting, financial analysis, and lightweight accounting.
➤ Key Features
• Real Bank Connections — Connect checking, savings, and credit card accounts
• One-Click Sync — Pull transactions directly into Google Sheets
• Multi-Institution Support — Connect multiple banks and cards
• Spreadsheet-First — Your Google Sheet is the system of record
• AI-Enhanced Categorization (via Plaid) — Rich, source-level categories passed directly into your sheet
• Recipe Marketplace — Install pre-built analysis scripts directly into your sheet (budget trackers, spending reports, category summaries, and more)
• Community Recipes — Browse and install recipes built by the SheetLink community
• Privacy-First Architecture — We never store transaction data
• Clean, Minimal UI — Built to stay out of your way
➤ Privacy & Security
SheetLink uses a pass-through architecture. Transaction data flows from Plaid directly into your Google Sheet. We never store transaction history on our servers.
What we do
✅ Encrypt Plaid access tokens (Fernet / AES-128 + HMAC)
✅ Authenticate via Google OAuth (JWT sessions)
✅ Support Google Workspace accounts (subject to admin permissions)
✅ Keep data flowing directly into your sheet
What we never do
❌ Store transaction data
❌ Store banking credentials
❌ Share or sell your data
❌ Track or analyze your financial activity
Privacy Policy: https://sheetlink.app/privacy
Security Details: https://sheetlink.app/security
➤ How It Works
1. Sign in with Google
2. Connect your bank using Plaid
3. Link any Google Sheet you own
4. Click “Sync Now”
5. Analyze your data directly in Sheets
6. (Optional) Install a Recipe for automated analysis — budget trackers, spending breakdowns, and more, added directly to your spreadsheet's menu
➤ Recipe Marketplace
Recipes are pre-built Google Apps Script functions that install directly into your spreadsheet. One click adds new menu items for automated analysis — no coding required.
Official Recipes (maintained by SheetLink):
• Monthly Spending Summary
• Budget vs. Actual tracker
• Category Breakdown
Community Recipes:
• Browse and install recipes contributed by the community
Recipe code is open source and auditable on GitHub.
➤ Common Use Cases
• Spreadsheet-first personal finance
• Budgeting across multiple institutions
• Financial analysis and modeling
• Tax preparation and reconciliation
• Business and contractor expense tracking
• Accountant / CPA workflows using Sheets as source of truth
• One-click automated analysis via Recipes (budgets, reports, summaries)
• Software developer & contractor expense tracking (deductible tools, home office, subscriptions)
➤ Bank Support
SheetLink supports 10,000+ institutions via Plaid, including major banks, credit unions, credit cards, investment accounts, PayPal, and Venmo.
➤ Plans & Data Access
Free Tier
• Up to 7 days of transaction history
• Core transaction fields
• Multiple bank connections
• Manual sync
• Full Google Sheets integration
Pro Tier ($3.99/month · $39.99/year · cancel anytime)
• Up to 2 years of transaction history
• Expanded transaction metadata (dates, merchant details, location, categories)
• Built for higher-volume and professional workflows
➤ Requirements
• Google account (personal or Workspace)
• Plaid-supported bank account
• Google Chrome (latest version)
• A Google Sheet for storing transactions
➤ Support
• Email: [email protected]
• Docs: https://sheetlink.app/docs
• User Guide: https://sheetlink.app/user-guide
➤ Permissions
SheetLink requests only the permissions required to function:
• storage — local preferences and session state
• alarms — secure token refresh
• googleapis.com — Google Sheets & Drive APIs
• cdn.plaid.com — Plaid Link
• api.sheetlink.app — SheetLink backend
• script.googleapis.com — Apps Script API (required for Recipe installation only; requested on demand)
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Built for spreadsheet-first finance workflows.
Website: https://sheetlink.app
GitHub: https://github.com/sheetlink/extension
Latest reviews
- Stanzin
- Makes the workflow so much easier, thanks
- Dan Hoffard
- I used MintAPI to get my bank data into Google Sheets until it shut down last year. Since then, I've tried several alternatives and they are either too expensive or are not very reliable. SheetLink is exactly what I've been waiting for! Everything works perfectly. You can sync multiple accounts and it auto-syncs so my sheets are always up to date! The developer is very responsive and helped me get past an issue I was having on a Sunday. Very happy I happened to stumble across this gem!
- Collabify Support
- We use SheetLink to streamline expense reporting for a small business and it’s quickly become part of our monthly close workflow. Having transactions land directly in our own google sheet makes reconciliation and reporting much faster and easier to customize. I joined the beta program recently and the longer transaction history has been a big upgrade for real operating use cases. The extension experience is lightweight and a great way to supplement (or potentially even replace) heavier tools like quickbooks when all you really need is clean data in a spreadsheet.
- Gearswap
- Started using SheetLink to manage finances for a small business and it’s been a huge time saver. Syncing transactions straight into google sheets keeps everything flexible as a native FP&A person. I joined the beta recently and the extra transaction history has been a huge unlock. Simple, clean, and does exactly what it needs to without getting in the way. Highly recommend if you already live in spreadsheets.
- Ari Alonso
- Been using SheetLink for a few days and it's exactly what I needed. I was tired of exporting CSVs manually and all the budgeting apps available were too pricey and locked my transactional data behind their platform. Setup was straightforward, connected my chase account through plaid and picked a google sheet. Transactions sync automatically now at the click of a button. The free tier gives me the last 7 days which is just enough for tracking weekly spending. Love that I can build my own formulas and budgets in sheets instead of being limited to whatever the app decides to show me. Solid extension, does what it says. Giving 5 stars as its the first free tool I've found to sync my bank transactions.