Sync Bank Transactions to Excel Automatically

Sign up for BankSync, connect your bank accounts through secure open banking APIs, and configure Excel as your sync destination. BankSync exports a standard .xlsx file on your chosen schedule — daily, weekly, or monthly. New transactions are automatically appended, and duplicate rows are deduplicated.

BankSync supports 11,000+ banks across the US, Canada, Australia, the UK, and Europe. In the US and Canada this includes Chase, Bank of America, Wells Fargo, Citibank, TD Bank, Scotiabank, RBC, and thousands of credit unions. In Australia this includes CommBank, Westpac, NAB, ANZ, Macquarie Bank, ING Australia, Up Bank, and Bendigo Bank via the Consumer Data Right (CDR) framework.

Yes. BankSync supports Australian banks via the Consumer Data Right (CDR) framework, including the Big Four (CommBank, Westpac, NAB, ANZ) and many other Australian institutions. Connections are made through Fiskil, an accredited CDR data recipient. Australian bank transactions sync to Excel with the same daily automation as US and Canadian accounts.

Yes. BankSync exports standard .xlsx files compatible with Microsoft Excel (desktop and Online), Google Sheets, LibreOffice, and Numbers. You can also download CSV if you prefer. For Google Sheets users, BankSync can sync directly to your spreadsheet without any file download.

BankSync can sync daily (the most popular option), weekly, or monthly. Each sync appends new transactions and updates balances without touching existing rows. You can also trigger a manual sync at any time from the BankSync dashboard.

Each transaction row includes date, description, merchant name, amount (debit/credit), running balance, category, subcategory, account name, and account type. For investment accounts: holdings, trades, and portfolio values. For loan accounts: balance, interest rate, payment amounts. All fields are configurable via field mapping.