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BankSync

Sync Portuguese bank data to Excel

Transactions, balances and holdings from any PSD2-accessible Portuguese bank land in Excel on a schedule, read-only and mapped to your columns.

Start free trialAll Portugal options →
ING Girokonto and Revolut, synced at 6:02am into the Transactions 2026 workbook.

Portuguese banks to Excel, in three steps.

  1. 01

    Connect your Portuguese bank

    Pick your bank from the list: big banks, neobanks, regionals and brokerages. Authorise read-only access through PSD2 open banking, on your bank’s own consent screen.

    INGRead-only
    RevolutRead-only
    ConsentPSD2
  2. 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
  3. 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. REWE Markt
Category
A spending category you can filter, group and chart by. Groceries
Amount
Signed, in the account’s currency: money out is negative. -€46.30
Account
The account the row came from, so several banks share one table. Revolut
Account #
The last four digits of the account number. xxxx7832
Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

Portuguese banks we support.

Neobanks

All Portuguese institutions (36)

Browse all 36 Portuguese banks →

Portuguese banks are the start. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

Portuguese banks to Excel, in short.

How
BankSync syncs supported Portuguese account data from PSD2-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 PSD2 consent flow; banking credentials are never stored.
PSD2
PSD2 / Open Banking, regulated by Banco de Portugal (Bank of Portugal). PSD2 mandates regulated open banking access across the EEA. In Portugal the framework is supervised by the Banco de Portugal (Bank of Portugal); BankSync connects through Salt Edge, a licensed AISP. Connections are made through Salt Edge, a licensed AISP authorised under PSD2.PSD2 regulationEBA register
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
Portuguese → Google SheetsPortuguese → NotionPortuguese → Airtable

Questions, answered.

How do I sync Portuguese bank data to Excel?

Sign up for BankSync, connect your Portuguese bank via the PSD2 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 Portuguese banks can I sync to Excel?

Every PSD2-accessible institution. That includes the major banks (Caixa Geral de Depósitos, Millennium BCP, Santander Totta, Novo Banco), neobanks, regional banks, and credit unions.

Is my Portuguese banking data safe?

Yes. BankSync only ever holds a scoped, revocable PSD2 consent, never your bank credentials. Connections are made through Salt Edge, a licensed AISP authorised under PSD2.

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 Portuguese banks to the same Excel workspace?

Yes. Connect as many Portuguese 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 Portugal?

Yes. Portugal is part of BankSync's European coverage, and connections are live. Connections run through Salt Edge, a licensed AISP authorised under PSD2, supervised nationally by the Banco de Portugal (Bank of Portugal).

Which Portuguese banks does BankSync support?

Caixa Geral de Depósitos, Millennium BCP, Santander Totta and 36+ more regulated Portuguese institutions are available through the PSD2 open-banking channel. Search the full list on the banks page.

Sync Portuguese bank data to Excel.

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