🇺🇸United StatesLive·§1033

Sync US bank data to Excel

Pipe transactions, balances, and holdings from any §1033-accessible US bank into Excel on a schedule. Excel for the web or desktop.

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Quick answer

BankSync syncs US bank data, transactions, balances, and holdings from any §1033-accessible bank to Excel on a schedule (as often as every 15 minutes). Connect via the regulated §1033 consent flow; banking credentials are never stored. Setup takes under 5 minutes.

Four steps to sync

Sign up for BankSync

Create a free BankSync account and start your 14-day trial. No credit card required.

Connect your US bank

Pick your bank from the list (Big 4, neobanks, regional, brokerage) and authorise the §1033 consent. Your credentials never touch BankSync.

Choose Excel as the destination

Connect your Excel workspace. Select which transactions, balances, or holdings to sync and how often (every 15 min, hourly, daily, weekly).

Map fields and confirm

Map BankSync fields to Excel columns or properties. Save the sync — your bank data appears in Excel on the next run.

§1033

CFPB §1033 Open Banking

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.

CFPB §1033 final rule →FDX standards →

US banks we support

BankSync covers 10,004+ US financial institutions.

Prefer a different destination?

US → Google Sheets US → Notion US → Airtable

Frequently asked questions

Sign up for BankSync, connect your US bank via the §1033 consent flow, choose Excel as the destination, map the fields, and save. BankSync syncs automatically on the schedule you pick — every 15 minutes, hourly, or daily.