ANZ to Excel
Sync your ANZ transactions, balances and holdings into Excel on a schedule, through the regulated CDR consent, with no screen-scraping.
ANZ to Excel, in three steps.
- 01
Connect your ANZ account
Choose ANZ from the bank list. Authorise read-only access under the Consumer Data Right (CDR), on your bank’s own consent screen. Your credentials stay with ANZ.
ANZRead-onlyCommBankRead-onlyUpRead-onlyConsentCDR - 02
Pick Excel and map fields
Connect your Excel workspace and point each supported field at a column.
DateA · DateMerchantB · DescriptionCategoryC · CategoryAmountD · AmountAccountE · Account - 03
Save and sync
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
HourlyDailyWeeklyNext runTomorrow, 6:00amLast run● 3 new rows, 6:02am
Set up Excel, start to finish.
Create a feed, map source data, and refresh the workbook you already use. Filmed with sample accounts; ANZ connects the same way.
What lands in your workbook.
- Date
- The day the bank posted the transaction. 19/10/2026
- Description
- The description the bank gives the transaction. Coles Fitzroy
- Category
- A spending category you can filter, group and chart by. Groceries
- Amount
- Signed, in the account’s currency: money out is negative. -$92.65
- Account
- The account the row came from, so several banks share one table. ANZ Access Advantage
- Account #
- The last four digits of the account number. xxxx2023
One bank, one destination. Not the whole story.
ANZ to Excel, in short.
- How
- To sync ANZ to Excel: sign up for BankSync, authorise ANZ via the regulated CDR consent (your credentials never leave ANZ), pick Excel as the destination, map fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
- CDR
- Consumer Data Right, regulated by ACCC & Treasury. Australia's Consumer Data Right (CDR) is the regulated open banking framework letting you securely share your bank data with accredited recipients. BankSync routes through Fiskil, an accredited Data Recipient (ADR). Routed via Fiskil (Accredited Data Recipient, ADRBNK000246).CDR overview (Treasury)CDR register (ACCC)Data standards (DSB)
- Data
- Transactions, balances and holdings, where the provider, account type and your consent support them.
- History
- United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
- Bank
- ANZ bank details
- Other destinations
- ANZ → Google SheetsANZ → NotionANZ → AirtableANZ → ClaudeANZ → ChatGPT
Questions, answered.
How do I sync ANZ transactions to Excel?
Sign up for BankSync, connect your ANZ account via the regulated CDR consent flow, choose Excel as the destination, map fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Is ANZ supported by BankSync?
Yes. ANZ is supported via Consumer Data Right (CDR). Routed via Fiskil (Accredited Data Recipient, ADRBNK000246).
What ANZ data can I sync to Excel?
The available data types depend on the provider, account type, and permissions you grant. BankSync offers only the supported fields for mapping into Excel.
Is my ANZ data safe with BankSync?
Yes. BankSync only ever holds a scoped, revocable CDR consent, never your ANZ credentials. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). You can revoke consent at any time from ANZ or BankSync.
How often does Excel update?
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Can I sync multiple Australian banks to the same Excel workspace?
Yes. Add as many Australian institutions as you want; BankSync writes them all into the same Excel spreadsheet with a per-account column.

