Macquarie to Excel

Sync your Macquarie transactions, balances and holdings into Excel on a schedule, through the regulated CDR consent, with no screen-scraping.

Start free trial All Australian banks to Excel →

Banks and cards

Macquarie Transaction••6187
Macquarie Platinum••1245

Transactions

19 OctSalary · Afterpay+$6,860.00
19 OctBunnings Alexandria−$126.35
18 OctTelstra−$89.00

ExcelTransactions 2026•SavedSearch (Option + Q)AL

FileHomeInsertPage LayoutFormulasDataReviewViewHelpEditingShare

Aptos Narrow11BUACurrency$.00

A2fx19/10/2026

ABCDEFGHIJKLMN

1DateDescriptionCategoryAmountAccountAccount #

219/10/2026Salary · AfterpayIncome$6,860.00Macquarie Transactionxxxx6187

319/10/2026Bunnings AlexandriaHome-$126.35Macquarie Platinumxxxx1245

418/10/2026TelstraUtilities-$89.00Macquarie Transactionxxxx6187

518/10/2026Single O Surry HillsEating out-$5.50Macquarie Platinumxxxx1245

617/10/2026Woolworths Surry HillsGroceries-$84.20Macquarie Transactionxxxx6187

717/10/2026Opal top-upTransport-$40.00Macquarie Transactionxxxx6187

816/10/2026Bills DarlinghurstEating out-$38.50Macquarie Platinumxxxx1245

916/10/2026Rent · Ray WhiteRent-$2,600.00Macquarie Transactionxxxx6187

1015/10/2026Origin EnergyUtilities-$182.40Macquarie Transactionxxxx6187

1114/10/2026Harris Farm BondiGroceries-$56.80Macquarie Platinumxxxx1245

1214/10/2026QantasTravel-$389.00Macquarie Platinumxxxx1245

1313/10/2026Sydney WaterUtilities-$94.15Macquarie Transactionxxxx6187

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.

Macquarie Transaction and Macquarie Platinum, synced at 6:02am into the Transactions 2026 workbook.

Macquarie to Excel, in three steps.

01
Connect your Macquarie account
Choose Macquarie 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 Macquarie.
MacquarieRead-only
CommBankRead-only
UpRead-only
ConsentCDR
02
Pick Excel and map fields
Connect your Excel workspace and point each supported field at a column.
DateA · Date
MerchantB · Description
CategoryC · Category
AmountD · Amount
AccountE · Account
03
Save and sync
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; Macquarie 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. Bunnings Alexandria
Category: A spending category you can filter, group and chart by. Home
Amount: Signed, in the account’s currency: money out is negative. -$126.35
Account: The account the row came from, so several banks share one table. Macquarie Platinum
Account #: The last four digits of the account number. xxxx1245

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

One bank, one destination. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

Macquarie to Excel, in short.

How: To sync Macquarie to Excel: sign up for BankSync, authorise Macquarie via the regulated CDR consent (your credentials never leave Macquarie), 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.
Bank: Macquarie bank details
Other destinations: Macquarie → Google Sheets Macquarie → Notion Macquarie → Airtable Macquarie → Claude Macquarie → ChatGPT

Questions, answered.

How do I sync Macquarie transactions to Excel?

Sign up for BankSync, connect your Macquarie 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 Macquarie supported by BankSync?

Yes. Macquarie is supported via Consumer Data Right (CDR). Routed via Fiskil (Accredited Data Recipient, ADRBNK000246).

What Macquarie 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 Macquarie data safe with BankSync?

Yes. BankSync only ever holds a scoped, revocable CDR consent, never your Macquarie credentials. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). You can revoke consent at any time from Macquarie 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.

Sync Macquarie to Excel.

Start free trial View pricing →