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 Access Advantage, synced at 6:02am into the Transactions 2026 workbook.

ANZ to Excel, in three steps.

  1. 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-only
    CommBankRead-only
    UpRead-only
    ConsentCDR
  2. 02

    Pick Excel and map fields

    Connect your Excel workspace and point each supported field at a column.

    DateA · Date
    MerchantB · Description
    CategoryC · Category
    AmountD · Amount
    AccountE · Account
  3. 03

    Save and sync

    Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

    HourlyDailyWeekly
    Next runTomorrow, 6:00am
    Last 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
Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

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.

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.