Banking to Excel

Automatically Export & Sync Banking Data to Excel

Banking
a black arrow pointing to the right
Excel
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Balances
Balances-Recent
Transactions-AllAvailable
Transactions-Last X days
Date Rangable
InvestmentTransactions-All
InvestmentTransactions-Last X days
Date Rangable
InvestmentHoldings
InvestmentHoldings+RealtimeStocks
Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]
Liabilities-Credit
Liabilities-Mortgage
Liabilities-Student

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Banking.

If you only need to export your data one time, check the website of Banking to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Banking.
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Desktop clients like OneDrive or Dropbox can sync flat files directly to the desktop.

File Formats

Integration Flow

Flatly
Dashboard

Setup

Step 1

Select Banking from the Data Source dropdown and Excel from the Data Destination dropdown.

Step 2

Authorize Banking with your credentials using the Plaid (OAuth) flow.

Step 3

Authorize Excel with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 11 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

121 Financial Credit Union (Plaid) Transactions, Balances
167th TFR Credit Union (Plaid) Transactions, Balances
1st Advantage Bank (Plaid) Transactions, Balances
1st Advantage Federal Credit Union (Plaid) Transactions, Balances
1st Bank (Broadus, MT) - Personal (Plaid) Transactions, Balances
1st Bank in Hominy (Plaid) Transactions, Balances
1st Bank of Sea Isle City - Personal (Plaid) Transactions, Balances
1st Bank of Wyoming (Plaid) Transactions, Balances
1st Bank Yuma (Plaid) Transactions, Balances
1st Bergen Credit Union (Plaid) Transactions, Balances
1st Capital Bank (California) - Personal (Plaid) Transactions, Balances
1st Capital Bank (California) - Business (Plaid) Transactions, Balances
1st Century Bank - Online Banking (Plaid) Transactions, Balances
1st Choice Savings and Credit Union - Personal Online Banking (Plaid) Transactions, Balances
1st Colonial Community Bank (Plaid) Transactions, Balances
1st Community Bank (Plaid) Transactions, Balances
1st Community Bank (IL) - Personal (Plaid) Transactions, Balances
1st Community Colonial Bank - Mobile Banking (Plaid) Transactions, Balances
1st Community Credit Union (Plaid) Transactions, Balances
1st Gateway Credit Union (Plaid) Transactions, Balances
1st Global - MyStreetscape (Plaid) Transactions, Balances
1st Liberty Federal Credit Union (Plaid) Transactions, Balances
1st MidAmerica Credit Union (Plaid) Transactions, Balances
1st Mississippi Federal Credit Union (Plaid) Transactions, Balances
1st National Bank (Plaid) Transactions, Balances
1st National Bank (Plaid) Transactions, Balances
1st National Bank of Howell (Plaid) Transactions, Balances
1st National Bank of Scotia (Plaid) Transactions, Balances
1st Security Bank (Plaid) Transactions, Balances
1st Security Bank of Washington (Plaid) Transactions, Balances
1st Source Bank - Personal Online Banking (Plaid) Transactions, Balances
1st Source Bank - Retirement Plan Services (Plaid) Transactions, Balances
1st Source Bank - BBO Treasury (Plaid) Transactions, Balances
1st State Bank (Plaid) Transactions, Balances
1st State Bank of Mason City (Plaid) Transactions, Balances
1st State Bank of Purdy (Plaid) Transactions, Balances
1st Summit Bank (Plaid) Transactions, Balances
1st Trust Bank (Plaid) Transactions, Balances
1st United Bank (MN) - Personal (Plaid) Transactions, Balances
1st United Services Credit Union (Plaid) Transactions, Balances
1st University CU (Plaid) Transactions, Balances
1st Valley Credit Union (Plaid) Transactions, Balances

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