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🇦🇺AustraliaLive·CDR

NAB to Excel

Sync your NAB transactions, balances, and holdings into Excel on a schedule. CDR-regulated. No screen-scraping. Free 14-day trial.

Start free 14-day trialAll Australian → Excel
NAB logo
→
Excel logo

Australian bank · CDR

NAB → Excel

Sync to Excel via Fiskil

Bank details →

Quick answer

To sync NAB to Excel: sign up for BankSync, authorise NAB via the regulated CDR consent (your credentials never leave NAB), pick Excel as the destination, map fields, and save. Sync runs automatically — as often as every 15 minutes.

Four steps to sync

1

Sign up for BankSync

Create a free account and start your 14-day trial. No credit card required.

2

Connect your NAB account

Choose NAB from the bank list and authorise the regulated CDR consent. Your credentials stay with NAB and never reach BankSync.

3

Pick Excel as the destination

Connect your Excel workspace, choose what to sync (transactions, balances, holdings), and pick a schedule.

4

Save and sync

BankSync syncs your NAB data into Excel on your chosen schedule — every 15 minutes, hourly, or daily.

CDR

Consumer Data Right

Regulator: 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) →

Connect NAB to a different destination

NAB → Google SheetsNAB → NotionNAB → AirtableNAB → ClaudeNAB → ChatGPT

Frequently asked questions

Sign up for BankSync, connect your NAB account via the regulated CDR consent flow, choose Excel as the destination, map fields, and save. BankSync syncs transactions automatically as often as every 15 minutes.
Yes. NAB is supported via Consumer Data Right (CDR). BankSync routes through Fiskil — Routed via Fiskil (Accredited Data Recipient — ADRBNK000246)..
Transactions (date, description, amount, balance, category), account balances, account details, and where applicable investment holdings, trades, and loan balances. All flow into Excel with the field mappings you choose.
Yes. BankSync only ever holds a scoped, revocable CDR consent — never your NAB credentials. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). You can revoke consent at any time from NAB or BankSync.
As often as every 15 minutes. Daily and weekly schedules are also available, plus on-demand manual refreshes.
Yes. Add as many Australian institutions as you want; BankSync writes them all into the same Excel spreadsheet with a per-account column.

Sync NAB to Excel

Free 14-day trial. CDR-regulated. Cancel anytime.

Start Syncing Your Financial Data

14-day free trial • Cancel anytime