Sync Canadian bank data to Excel

Transactions, balances and holdings from any CDB-accessible Canadian bank land in Excel on a schedule, read-only and mapped to your columns.

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Banks and cards

RBC Chequing••1070
TD Visa••2970
Scotiabank Business••9922

Transactions

19 OctPayroll · Shopify+$5,120.00
19 OctLoblaws−$92.14
18 OctPresto top-up−$50.00

ExcelTransactions 2026•SavedSearch (Option + Q)AL

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Aptos Narrow11BUACurrency$.00

A2fx19/10/2026

ABCDEFGHIJKLMN

1DateDescriptionCategoryAmountAccountAccount #

219/10/2026Payroll · ShopifyIncome$5,120.00RBC Chequingxxxx1070

319/10/2026LoblawsGroceries-$92.14RBC Chequingxxxx1070

418/10/2026Presto top-upTransport-$50.00TD Visaxxxx2970

518/10/2026Tim HortonsEating out-$4.85TD Visaxxxx2970

617/10/2026Rent · MintoRent-$2,350.00RBC Chequingxxxx1070

717/10/2026RogersUtilities-$95.00RBC Chequingxxxx1070

816/10/2026Air CanadaTravel-$318.40TD Visaxxxx2970

915/10/2026Client invoice #52Income$1,900.00Scotiabank Businessxxxx9922

TransactionsBalancesSummary

Workbook StatisticsGive Feedback to Microsoft−+100%

Every morning

3 new rows in the Transactions 2026 workbook at 6:02am. Read-only, and nothing to export.

RBC Chequing and TD Visa, synced at 6:02am into the Transactions 2026 workbook.

Canadian banks to Excel, in three steps.

01
Connect your Canadian bank
Pick your bank from the list: big banks, neobanks, regionals and brokerages. Authorise read-only access on your bank’s own consent screen.
RBCRead-only
TDRead-only
ScotiabankRead-only
ConsentBank’s own screen
02
Map fields into Excel
Connect your Excel workspace and map BankSync fields to its columns or properties.
DateA · Date
MerchantB · Description
CategoryC · Category
AmountD · Amount
AccountE · Account
03
Save and sync
Your bank data appears in Excel on the next run. 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.

What lands in your workbook.

Date: The day the bank posted the transaction. 19/10/2026
Description: The description the bank gives the transaction. Loblaws
Category: A spending category you can filter, group and chart by. Groceries
Amount: Signed, in the account’s currency: money out is negative. -$92.14
Account: The account the row came from, so several banks share one table. RBC Chequing
Account #: The last four digits of the account number. xxxx1070

Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

Canadian banks we support.

Major banks

Neobanks

Credit unions

Desjardins

All Canadian institutions (185)

Browse all 185 Canadian banks →

Canadian banks are the start. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

Canadian banks to Excel, in short.

How: BankSync syncs supported Canadian account data from CDB-accessible banks to Excel. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time. Connect through the regulated CDB consent flow; banking credentials are never stored.
CDB: Consumer-Driven Banking, regulated by Department of Finance Canada. Canada's Consumer-Driven Banking framework (rolling out 2025-2026) provides a regulated path for sharing bank data. Until full rollout, BankSync routes through Plaid under existing data-sharing agreements.Consumer-Driven Banking Act
Data: Transactions, balances and holdings, where the provider, account type and your consent support them. Excel for web or desktop.
History: United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
Other destinations: Canadian → Google Sheets Canadian → Notion Canadian → Airtable

Questions, answered.

How do I sync Canadian bank data to Excel?

Sign up for BankSync, connect your Canadian bank via the CDB consent flow, choose Excel as the destination, map the fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Which Canadian banks can I sync to Excel?

Every CDB-accessible institution. That includes the major banks (RBC Royal Bank, TD Canada Trust, Scotiabank, BMO), neobanks, regional banks, and credit unions.

Is my Canadian banking data safe?

Yes. BankSync only ever holds a scoped, revocable CDB consent, never your bank credentials. All connections are made through licensed providers (Plaid).

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 Canadian banks to the same Excel workspace?

Yes. Connect as many Canadian institutions as you want; BankSync writes them all into the same Excel spreadsheet with an account column so you can filter by bank.

Is BankSync available in Canada?

Yes. BankSync is live in Canada and supports the Big 6 (RBC, TD, Scotiabank, BMO, CIBC, National Bank), digital banks like Tangerine and EQ Bank, and major credit unions like Desjardins. We connect through Plaid.

When will Canadian Open Banking go live?

Canada's Consumer-Driven Banking framework was passed in 2024 and is rolling out through 2025-2026. BankSync will migrate to the regulated framework as soon as it is live, with no change required from users.