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.gs
into 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) |