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Chase
Bank of America
Wells Fargo
Capital One
Citi
Fidelity
Schwab
CommBank
Westpac
ANZ
Up Bank
RBC
Scotiabank
CIBC
BankSync

Bank data for spreadsheets, Notion, databases, and AI agents. 11,000+ institutions around the world.

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Microsoft Excel logo

Microsoft Excel

AvailableIntegration

Unlock Excel's powerful financial modeling capabilities with your banking data. Create sophisticated financial models, use advanced VBA macros for automation, and build professional-grade dashboards with pivot tables, charts, and conditional formatting.

Connect Microsoft ExcelVisit Official Website

About Microsoft Excel Integration

Unlock Excel's powerful financial modeling capabilities with your banking data. Create sophisticated financial models, use advanced VBA macros for automation, and build professional-grade dashboards with pivot tables, charts, and conditional formatting.

Key Features

  • Real-time sync
  • Pivot table support
  • VBA macro compatibility
  • Multi-account support

Ready to Connect Microsoft Excel?

Start syncing your banking data with Microsoft Excel. Get your financial data flowing in minutes, not hours.

Connect Microsoft Excel NowView Pricing

BankSync is not affiliated with, endorsed by, or an official partner of Microsoft Excel. Microsoft Excel trademarks belong to their respective owners.

Balance tracking

Supported Fields

Transaction dateAmountMerchant nameCategoryAccount nameAccount balanceTransaction typeNotesCurrencyPending status

Integration Details

Setup Time5 minutes
PricingRequires a Microsoft 365 / OneDrive account
StatusActive

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Connect from

AB
Ally Bank
BO
Bank of America
CO
Capital One

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Connect your banking data to Microsoft Excel in minutes.

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C
Chase
CB
Citizens Bank
FT
Fifth Third Bank
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