Sync Canadian bank data to Google Sheets
Transactions, balances and holdings from any CDB-accessible Canadian bank land in Google Sheets on a schedule, read-only and mapped to your columns.
Canadian banks to Google Sheets, 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-onlyTDRead-onlyScotiabankRead-onlyConsentBank’s own screen - 02
Map fields into Google Sheets
Connect your Google Sheets workspace and map BankSync fields to its columns or properties.
DateA · DateMerchantB · DescriptionCategoryC · CategoryAmountD · AmountAccountE · Account - 03
Save and sync
Your bank data appears in Google Sheets on the next run. 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 Google Sheets, start to finish.
Choose the spreadsheet, tab, and write shape your model expects. Filmed with sample accounts.
What lands in your sheet.
- 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
- Institution
- The bank or card issuer behind the account. RBC
Canadian banks we support.
Credit unions
All Canadian institutions (185)
Wealthsimple (Canada)TD Canada Trust
American Express (Canada)
BMO Bank of Montreal
RBC Royal Bank
Tangerine - PersonalWise (CA)
Simplii Financial
National Bank of CanadaQuestrade
Canada Life - Benefits and Savings
Your Neighbourhood Credit Union Limited - Personal
Vancity - Personal Banking
Interactive Brokers - CAAssante - InvestorOnline
Sun Life
1st Choice Savings and Credit Union - Personal Online Banking
Acadian Credit Union
Access Credit Union - Online Banking
Advance Savings Credit Union
Alterna Bank
Alterna Savings - Online Banking
Assiniboine Credit Union - Online Banking
ATB - Investor Connect
ATB Online - PersonalBay Credit Union - Online Banking
Bayview Credit Union
Beaubear Credit Union
Belgian-Alliance Credit Union
Blackville Credit Union
BlueShore Financial - Online Banking
Bow Valley Credit Union
Bulkley Valley Credit Union
Caisse Alliance
Caisse populaire de Clare
Canadian Tire Bank
Canadian Western Bank - CWBdirect Online Banking
Cape Breton Credit Union
Casera Credit Union
CCEC Credit Union
Christian Credit Union (Alberta)
Coastal Community Bank - Online Banking
Coastal Community Credit Union - Credit Card
Coastal Financial Credit Union
Coast Capital Savings - MyCardInfo Credit Card
Coast Capital Visa Desjardins
Community Savings
Compass Credit Union
Compensation Employees Credit Union
Comtech Fire Credit Union - Personal Banking
Conexus Credit Union - Online Banking
connectFirst Credit Union
Consolidated Credit Union
Copperfin Credit Union - Personal Banking
Cornerstone Credit Union - Personal (Canada)
Creative Arts Savings and Credit Union - Online Banking
Credit Union Atlantic
Creston & District Credit Union
Crossroads Credit Union
Desjardins Financial Security Investments
Canadian banks are the start. Not the whole story.
Canadian banks to Google Sheets, in short.
- How
- BankSync syncs supported Canadian account data from CDB-accessible banks to Google Sheets. 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. Live transaction tabs.
- History
- United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
- Other destinations
- Canadian → NotionCanadian → AirtableCanadian → Excel
Questions, answered.
How do I sync Canadian bank data to Google Sheets?
Sign up for BankSync, connect your Canadian bank via the CDB consent flow, choose Google Sheets 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 Google Sheets?
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 Google Sheets 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 Google Sheets workspace?
Yes. Connect as many Canadian institutions as you want; BankSync writes them all into the same Google Sheets 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.
