Easily sync financial transactions using Plaid to Google Sheets. Heavily inspired by emmafass's script.
- Sign up for a developer account with Plaid.
- Create a new Google Sheet and open the Script editor. (Tools > Script editor)
- Copy the contents of
Code.gsinto the empty script. - Create the script properties -- see below. (File > Project properties > Script properties)
See the run and batchRun functions. The run function is designed to be triggered daily.
| Property name | Value |
|---|---|
| access_token | Required. Access token from Plaid |
| client_id | Required. Client id from Plaid |
| secret | Required. Secret key from Plaid |
| sheet | Required. Name of the sheet (tab) in the Google Spreadsheet. |
| count | Number of transactions to return (default: 500) |