Bankwest to Excel
Sync your Bankwest transactions, balances and holdings into Excel on a schedule, through the regulated CDR consent, with no screen-scraping.
Bankwest to Excel, in three steps.
- 01
Connect your Bankwest account
Choose Bankwest 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 Bankwest.
BankwestRead-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; Bankwest 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. Woolworths Subiaco
- Category
- A spending category you can filter, group and chart by. Groceries
- Amount
- Signed, in the account’s currency: money out is negative. -$88.10
- Account
- The account the row came from, so several banks share one table. Bankwest Easy Transaction
- Account #
- The last four digits of the account number. xxxx6878
One bank, one destination. Not the whole story.
Bankwest to Excel, in short.
- How
- To sync Bankwest to Excel: sign up for BankSync, authorise Bankwest via the regulated CDR consent (your credentials never leave Bankwest), 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 Bankwest transactions to Excel?
Sign up for BankSync, connect your Bankwest 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 Bankwest supported by BankSync?
Yes. Bankwest is supported via Consumer Data Right (CDR). Routed via Fiskil (Accredited Data Recipient, ADRBNK000246).
What Bankwest 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 Bankwest data safe with BankSync?
Yes. BankSync only ever holds a scoped, revocable CDR consent, never your Bankwest credentials. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). You can revoke consent at any time from Bankwest 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.


