Sheetlink Sync Bank Trans

Stop exporting CSVs. SheetLink connects your real bank accounts directly to Google Sheets, Excel, CSV, Postgres, and SQLite — one click, privacy-first, built for spreadsheet-first workflows.

➤ What is SheetLink?

SheetLink uses Plaid to securely connect to 10,000+ financial institutions in the US and Canada and automatically sync transactions into your own Google Sheets.

Ideal for spreadsheet-first workflows including personal finance, budgeting, financial analysis, and lightweight accounting.

Manual Sync — You control exactly when data moves. No background bank access, ever.

➤ 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
• CLI & API Access (Max) — Automate syncs via the sheetlink CLI. Pipe transactions to Postgres, SQLite, CSV, or JSON on any schedule
• MCP Server (Max) — Query your transactions from Claude Desktop or any MCP-compatible AI tool
• 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 in the US and Canada 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 ($4.99/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

Max Tier ($10.99/month · $99/year · cancel anytime)
• Everything in Pro
• API key authentication for unattended automation
• CLI access (sheetlink sync) — pipe transactions to Postgres, SQLite, CSV, or JSON
• MCP server for AI-powered transaction queries (Claude Desktop, Cursor, etc.)
• Built for developers, power users, and scheduled workflows

➤ Requirements

• Google account (personal or Workspace)
• Plaid-supported bank account
• Google Chrome (latest version)
• A Google Sheet for storing transactions

➤ Support

• Email: support@sheetlink.app
• 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