SheetLink - Sync Bank Transactions to Excel
SheetLink syncs bank and credit card transactions directly into Microsoft Excel workbooks using Plaid connectivity.
SheetLinkPrice not published
CapitalView
by CapitalView BVMicrosoft 365Price not published
Import bank transactions and balance updates from linked accounts into Excel.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
CapitalView connects bank accounts through its website and imports bank transactions into an Excel spreadsheet. It provides historical data from linked accounts, along with new transactions and balance updates. Optional Excel templates are available.
Key capabilities
from the Microsoft Marketplace listingBank account connection
Connects bank accounts through the CapitalView website.
Transaction imports
Imports bank transactions into an Excel spreadsheet.
Historical data
Provides historical data from linked accounts.
Balance updates
Adds new transactions and balance updates to the spreadsheet.
Excel templates
Offers optional Excel templates.
How it compares
CapitalView and SheetLink - Sync Bank Transactions to Excel both have unknown pricing and cloud deployment. CapitalView was updated on May 2023, while SheetLink - Sync Bank Transactions to Excel was updated in 2026.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Price not published | Cloud | |
| SheetLink - Sync Bank Transactions to Excel | Price not published | Cloud |
In the catalog
98 plugins in Excel · Finance
Price distribution: 1 free, 1 freemium, 21 paid, 75 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Excel
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Connect your bank accounts to your spreadsheet with ease. CapitalView BV automatically updates your spreadsheet with your finances so you can easily track your entire financial life in Excel. Works in US and European(UK, Germany, Netherlands, France, Spain..) financial ecosystems. Here's how it works: 1. Connect your …»