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BankSync

Up to Excel

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

Start free trialAll Australian banks to Excel →
Up Spending and 2Up Spending, synced at 6:02am into the Transactions 2026 workbook.

Up to Excel, in three steps.

  1. 01

    Connect your Up account

    Choose Up 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 Up.

    UpRead-only
    CommBankRead-only
    NABRead-only
    ConsentCDR
  2. 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
  3. 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; Up 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. Market Lane Coffee
Category
A spending category you can filter, group and chart by. Eating out
Amount
Signed, in the account’s currency: money out is negative. -$5.80
Account
The account the row came from, so several banks share one table. 2Up Spending
Account #
The last four digits of the account number. xxxx8896
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

Up to Excel, in short.

How
To sync Up to Excel: sign up for BankSync, authorise Up via the regulated CDR consent (your credentials never leave Up), 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
Up bank details
Other destinations
Up → Google SheetsUp → NotionUp → AirtableUp → ClaudeUp → ChatGPT

Questions, answered.

How do I sync Up transactions to Excel?

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

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

What Up 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 Up data safe with BankSync?

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

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