Sync US bank data to Excel

Transactions, balances and holdings from any §1033-accessible US bank land in Excel on a schedule, read-only and mapped to your columns.

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Banks and cards

Chase Checking••1879
Amex Gold••9880

Transactions

Oct 19Stripe payout+$4,200.00
Oct 19Whole Foods Market−$86.42
Oct 18Gusto payroll−$6,850.00

ExcelTransactions 2026•SavedSearch (Option + Q)AL

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Aptos Narrow11BUACurrency$.00

A2fx10/19/2026

ABCDEFGHIJKLMN

1DateDescriptionCategoryAmountAccountAccount #

210/19/2026Stripe payoutIncome$4,200.00Chase Checkingxxxx1879

310/19/2026Whole Foods MarketGroceries-$86.42Amex Goldxxxx9880

410/18/2026Gusto payrollPayroll-$6,850.00Chase Checkingxxxx1879

510/18/2026FigmaSoftware-$45.00Amex Goldxxxx9880

610/17/2026ShellTransport-$52.30Amex Goldxxxx9880

710/17/2026Blue Bottle CoffeeEating out-$6.75Amex Goldxxxx9880

810/16/2026Rent · 18 Valencia StRent-$2,950.00Chase Checkingxxxx1879

910/16/2026AWSSoftware-$312.18Chase Checkingxxxx1879

1010/15/2026Client invoice #1042Income$1,850.00Chase Checkingxxxx1879

1110/15/2026Delta Air LinesTravel-$428.60Amex Goldxxxx9880

1210/14/2026Trader Joe’sGroceries-$64.12Amex Goldxxxx9880

1310/14/2026NotionSoftware-$10.00Amex Goldxxxx9880

1410/13/2026UberTransport-$23.40Amex Goldxxxx9880

1510/12/2026PG&EUtilities-$148.90Chase Checkingxxxx1879

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.

Chase Checking and Amex Gold, synced at 6:02am into the Transactions 2026 workbook.

US banks to Excel, in three steps.

01
Connect your US bank
Pick your bank from the list: big banks, neobanks, regionals and brokerages. Authorise read-only access on your bank’s own consent screen.
ChaseRead-only
American ExpressRead-only
ConsentBank’s own screen
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
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. 10/19/2026
Description: The description the bank gives the transaction. Whole Foods Market
Category: A spending category you can filter, group and chart by. Groceries
Amount: Signed, in the account’s currency: money out is negative. -$86.42
Account: The account the row came from, so several banks share one table. Amex Gold
Account #: The last four digits of the account number. xxxx9880

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

US banks we support.

Major banks

Neobanks

Credit unions

Navy Federal

All US institutions (8,952)

Browse all 8,952 US banks →

US banks are the start. Not the whole story.

BankSync

Spreadsheets

Workspaces

AI you choose

Your code

US banks to Excel, in short.

How: BankSync syncs supported US account data from §1033-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 §1033 consent flow; banking credentials are never stored.
§1033: CFPB §1033 Open Banking, regulated by Consumer Financial Protection Bureau (CFPB). The CFPB's §1033 rule gives US consumers a right to share their bank data with third parties of their choice. BankSync routes through Plaid, the most widely-integrated US data provider.CFPB §1033 final rule FDX standards
Data: Transactions, balances and holdings, where the provider, account type and your consent support them. Excel for the web or desktop.
History: United States, Canada, and Australia up to 2 years and United Kingdom up to 60 days.
Other destinations: US → Google Sheets US → Notion US → Airtable

Questions, answered.

How do I sync US bank data to Excel?

Sign up for BankSync, connect your US bank via the §1033 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 US banks can I sync to Excel?

Every §1033-accessible institution. That includes the major banks (Chase, Bank of America, Wells Fargo, Citi), neobanks, regional banks, and credit unions.

Is my US banking data safe?

Yes. BankSync only ever holds a scoped, revocable §1033 consent, never your bank credentials. All connections are made through licensed providers (Plaid).

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 US banks to the same Excel workspace?

Yes. Connect as many US 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 the United States?

Yes. BankSync is live in the US, connecting to over 11,000 banks and credit unions via Plaid. You can sync transactions, balances, investment holdings, and loan data into Google Sheets, Notion, Airtable, and Excel.

Does BankSync work with Chase, Bank of America, and Wells Fargo?

Yes. All Big 4 US banks, regional banks, and credit unions are supported through Plaid. Chase, Bank of America, Wells Fargo, Citi, Capital One, and U.S. Bank are all live.