Excel Budget Tracker for Australian Banks
Every transaction from every Australian bank, in a Microsoft Excel workbook that maintains itself. OneDrive, SharePoint, web, desktop, Mac.
14-day free trial. CDR regulated. Cancel anytime.
Built for Real Spreadsheet Workflows.
- Pivot tables stay valid
- Rows update in place. The pivot you built last month keeps working when this month's data lands.
- Power Query friendly
- Connect Power Query to BankSync sheets and feed downstream models without CSV exports.
- OneDrive and SharePoint
- Sync to a workbook in OneDrive or SharePoint. The file refreshes whether you open it in web Excel, desktop or Mac.
- Multiple accounts in one workbook
- CommBank everyday, Westpac credit card, ING savings, Up joint. One workbook, account tag on every row.
- Budget alerts and subscription watch
- Thresholds are watched for you: get emailed when a month's spend crosses your line, and when a recurring charge raises its price, appears for the first time, or fails to arrive.
Excel Budget Tracker FAQ.
How do I sync an Australian bank to Excel?
Sign up for BankSync, authorise your bank through the regulated CDR (Consumer Data Right) flow, pick Excel as the destination, and choose a workbook in OneDrive or SharePoint. Transactions, balances and categories sync automatically.
Does this work with Excel for the web and desktop?
Yes. BankSync writes to your OneDrive or SharePoint workbook. The same file refreshes in Excel for the web, desktop Excel on Windows, and Excel for Mac.
Which Australian banks work?
Every CDR-accredited bank, credit union and mutual. Big 4, neobanks, regionals, mutuals, the lot.
Are existing pivot tables and charts preserved?
Yes. Rows update in place. Pivots, charts and conditional formatting from last month keep working with this month's data.
Is this safer than screen scraping?
Yes. Routed through Fiskil, an ACCC-accredited Data Recipient (ADRBNK000246). Read-only, encrypted, revocable any time.