Pipe transactions, balances, and holdings from any §1033-accessible US bank into Excel on a schedule. Excel for the web or desktop.
Quick answer
To sync US bank data to Excel: sign up for BankSync, connect your bank via the regulated §1033 consent flow (credentials never stored), pick Excel as the destination, map fields, and save. Sync runs automatically as often as every 15 minutes.
Create a free BankSync account and start your 14-day trial. No credit card required.
Pick your bank from the list (Big 4, neobanks, regional, brokerage) and authorise the §1033 consent. Your credentials never touch BankSync.
Connect your Excel workspace. Select which transactions, balances, or holdings to sync and how often (every 15 min, hourly, daily, weekly).
Map BankSync fields to Excel columns or properties. Save the sync — your bank data appears in Excel on the next run.
Regulator: 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.
BankSync covers 9,944+ US financial institutions.
Prefer a different destination?
Free 14-day trial. §1033-regulated. Cancel anytime.
Start Syncing Your Financial Data14-day free trial • Cancel anytime
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