Banking to Excel Online

Automatically Export & Sync Banking Data to Excel Online

Banking
a black arrow pointing to the right
Excel Online
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.

Scopes

Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).

As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.

Excel Online XLSX files can be stored in and opened directly from OneDrive or OneDrive for Business.

File Formats

Integration Flow

Setup

Step 1

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

Step 2

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

Step 3

Authorize Excel Online 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

Discover - Student Loans (Plaid) Transactions, Balances
Discover (Plaid) Transactions, Balances
Delta Community Credit Union (Plaid) Transactions, Balances
Dave (Plaid) Transactions, Balances
Desert Financial Credit Union (Plaid) Transactions, Balances
Dort Federal Credit Union (Plaid) Transactions, Balances
DFCU Financial (Plaid) Transactions, Balances
Del-One FCU (Plaid) Transactions, Balances
Dupont Community CU (Plaid) Transactions, Balances
Dollar Bank - Personal (Plaid) Transactions, Balances
Dupaco Credit Union (Plaid) Transactions, Balances
Dexsta Federal Credit Union (Plaid) Transactions, Balances
Diamond Valley Federal Credit Union (Plaid) Transactions, Balances
Del Norte Credit Union (Plaid) Transactions, Balances
Diamond Bank (Plaid) Transactions, Balances
Diamond Credit Union (Plaid) Transactions, Balances
Duke Credit Union (Plaid) Transactions, Balances
Desjardins (Plaid) Transactions, Balances
Dover Federal Credit Union (Plaid) Transactions, Balances
Dime Bank (CT) (Plaid) Transactions, Balances
Darden Credit Union (A Division of USF Federal Credit Union) (Plaid) Transactions, Balances
Dieterich Bank (Plaid) Transactions, Balances
Day Air Credit Union (Plaid) Transactions, Balances
Delta Bank (LA) (Plaid) Transactions, Balances
D.L. Evans Bank - Personal & Small Business (Plaid) Transactions, Balances
D.L. Evans Bank - Commercial (Plaid) Transactions, Balances
Dacotah Bank (Plaid) Transactions, Balances
Dade County Federal Credit Union (Plaid) Transactions, Balances
Dairy State Bank (Plaid) Transactions, Balances
Dakota Community Bank & Trust (Plaid) Transactions, Balances
Dakota Electric Association (Plaid) Transactions, Balances
Dakota West Credit Union (Plaid) Transactions, Balances
Dakota Western Bank - Personal (Plaid) Transactions, Balances
Dakotaland Federal Credit Union (Plaid) Transactions, Balances
Dale Jarrett Visa (Plaid) Transactions, Balances
Damariscotta Bank & Trust (Plaid) Transactions, Balances
Daniels-Sheridan Credit Union (Plaid) Transactions, Balances
Dannemora Credit Union (Plaid) Transactions, Balances
Danville State Bank (Plaid) Transactions, Balances
Darrelll Waltrip Visa (Plaid) Transactions, Balances
Dart Bank (Plaid) Transactions, Balances
DATCU (Plaid) Transactions, Balances
Davenport & Co. (Plaid) Transactions, Balances
David's Bridal Credit Card (Comenity) (Plaid) Transactions, Balances
Davis Trust Company (Plaid) Transactions, Balances
Dawson Co-op Credit Union (Plaid) Transactions, Balances
DayMet Credit Union (Plaid) Transactions, Balances
Dayspring Bank (NE) - Personal (Plaid) Transactions, Balances
Dayspring Bank (NE) - Business Banking (Plaid) Transactions, Balances
DC College Savings Plan (Plaid) Transactions, Balances
DC PensionEdge - Participant (Plaid) Transactions, Balances
DC Teachers Credit Union (Plaid) Transactions, Balances
DCH Credit Union (Plaid) Transactions, Balances
De Soto Mo Pac Credit Union (Plaid) Transactions, Balances
De Witt Savings Bank (Plaid) Transactions, Balances
Dean Bank (Plaid) Transactions, Balances
Dearborn Capital Grant Park Fund (Plaid) Transactions, Balances
Dearborn Federal Savings Bank (Plaid) Transactions, Balances
Dechert-Hampe & Company Employees Savings (Plaid) Transactions, Balances
Decorah Bank & Trust Company (Plaid) Transactions, Balances
Decorah Bank and Cresco Bank (Plaid) Transactions, Balances
Dedham Savings - Personal (Plaid) Transactions, Balances
Dedham Savings - Cash Management (Plaid) Transactions, Balances
Deep Park - Natural Spring Water (Plaid) Transactions, Balances
Deepwater Industries FCU (Plaid) Transactions, Balances
Deere Community Credit Union (Plaid) Transactions, Balances
Deerwood Bank - Personal (Plaid) Transactions, Balances
Deerwood Bank - Business (Plaid) Transactions, Balances
DeKalb Community Bank (Plaid) Transactions, Balances
Delaware Life - Client (Plaid) Transactions, Balances
Delaware State Police Federal Credit Union (Georgetown, DE) (Plaid) Transactions, Balances
Dell Financial Services (Credit Account) (Plaid) Transactions, Balances
Dell Pay - Credit Card (Plaid) Transactions, Balances
Delta Schools Federal Credit Union (Plaid) Transactions, Balances
Delta Trust Bank - Online Trust (Plaid) Transactions, Balances
Democracy Federal Credit Union (Plaid) Transactions, Balances
DeMotte Bank (Plaid) Transactions, Balances
Denali State Bank (Plaid) Transactions, Balances
Denison State Bank (Plaid) Transactions, Balances
Dental First Financing (Plaid) Transactions, Balances
Denver Fire Department Federal Credit Union (Plaid) Transactions, Balances
Denver Mortgage Company (Plaid) Transactions, Balances
Denver Savings Bank (Denver, IA) - Personal (Plaid) Transactions, Balances
Department of Commerce FCU (Plaid) Transactions, Balances
Department of Labor Federal Credit Union (Plaid) Transactions, Balances
Derrike Cope Visa (Plaid) Transactions, Balances
Desco Federal Credit Union (Plaid) Transactions, Balances
Deseret First Credit Union (Plaid) Transactions, Balances
Deseret Mutual Benefit Administrators (DMBA) - Members Login (Plaid) Transactions, Balances
Deseret Trust Company (Plaid) Transactions, Balances
Desert Commercial Bank - Business (Plaid) Transactions, Balances
Desert Valleys FCU (Plaid) Transactions, Balances
Desjardins - Online Brokerage (Plaid) Transactions, Balances
Desjardins Bank - Personal (US) (Plaid) Transactions, Balances
Desjardins Bank - Business (US) (Plaid) Transactions, Balances
Desjardins Wealth Management (Plaid) Transactions, Balances
Destinations Credit Union (Plaid) Transactions, Balances
DeTour Drummond Community Credit Union (Plaid) Transactions, Balances
Detroit Medical Center 403(B) (Plaid) Transactions, Balances
Detroit Red Wings Visa (Plaid) Transactions, Balances
Detroit Tigers MC (Plaid) Transactions, Balances
Deutsche Bank - Deutsche Bank Alex Brown - DBConnect (Plaid) Transactions, Balances
Deutsche Bank - Private Wealth for Business (Plaid) Transactions, Balances
Devon Bank - Personal (Plaid) Transactions, Balances
Devon Bank - Business (Plaid) Transactions, Balances
DeWitt Bank & Trust Co. (Plaid) Transactions, Balances
DFCU Credit Union(Little Rock, AR) (Plaid) Transactions, Balances
Diablo Valley Credit Union (Plaid) Transactions, Balances
Diamond Lakes FCU(Malvern, AR) (Plaid) Transactions, Balances
Diamond North Credit Union - Personal Online Banking (Plaid) Transactions, Balances
Dick's Sporting Goods - Rewards of Sport Mastercard (Plaid) Transactions, Balances
Digital Federal Credit Union (Plaid) Transactions, Balances
Dignity Health - Employee (Plaid) Transactions, Balances
Dime Community Bank - Personal Online Banking (Plaid) Transactions, Balances
Dimensional Global Client Site (Plaid) Transactions, Balances
Direct Federal Credit Union (Plaid) Transactions, Balances
Directions Credit Union (OH) (Plaid) Transactions, Balances
Dirigo Federal Credit Union (Plaid) Transactions, Balances
Disciplined Growth Investors (Plaid) Transactions, Balances
Discovery Federal Credit Union (Plaid) Transactions, Balances
District Credit Union (Plaid) Transactions, Balances
District Government Employees Federal Credit Union (Plaid) Transactions, Balances
Diversified Members Credit Union - Personal (Plaid) Transactions, Balances
Diversified Trust Client Point (Plaid) Transactions, Balances
DMB Community Bank (Plaid) Transactions, Balances
DMB Community Bank - Cash Management (Plaid) Transactions, Balances
DMBA (Plaid) Transactions, Balances
Doches Credit Union (Plaid) Transactions, Balances
DocSpace Cash (Plaid) Transactions, Balances
Dogwood State Bank (Plaid) Transactions, Balances
Dollar Bank - Business (Plaid) Transactions, Balances
Dolphins Visa (Plaid) Transactions, Balances
Dominion Bank (Plaid) Transactions, Balances
Dominion Energy Credit Union (Plaid) Transactions, Balances
Domino Federal Credit Union (Plaid) Transactions, Balances
Donley County State Bank (Plaid) Transactions, Balances
doola (Plaid) Transactions, Balances
Doral Bank (New York) - Internet Banking (Plaid) Transactions, Balances
Dorsey & Company Inc. - First Clearing (Plaid) Transactions, Balances
Dorsey & Whitney Trust Company (Plaid) Transactions, Balances
Dougherty & Company LLC (Plaid) Transactions, Balances
DOW Chemical - Pension (Plaid) Transactions, Balances
Dow Credit Union (Plaid) Transactions, Balances
Dow Louisiana Federal Credit Union (Plaid) Transactions, Balances
Dowagiac Area Federal Credit Union (Plaid) Transactions, Balances
Down East Credit Union (Plaid) Transactions, Balances
Downey Federal Credit Union (Plaid) Transactions, Balances
DR Bank (Plaid) Transactions, Balances
Drake Bank (Plaid) Transactions, Balances
Dress Barn Store Card (Plaid) Transactions, Balances
Dreyfus Lion (Plaid) Transactions, Balances
Dreyfus Lion (Plaid) Transactions, Balances
Drive Card - Citi Card (Plaid) Transactions, Balances
DRS - Digital Retirement Solutions (Plaid) Transactions, Balances
Dublin National Bank (Plaid) Transactions, Balances
Dubois Pike Federal Credit Union (Plaid) Transactions, Balances
Dubuque Bank and Trust (Plaid) Transactions, Balances
DUCA Financial Services Credit Union (Plaid) Transactions, Balances
Duncan Lawrie Private Bank (Plaid) Transactions, Balances
Duncan Williams,Inc - Individual Client (Plaid) Transactions, Balances
Dundee Bank - Personal (Plaid) Transactions, Balances
Dundee Bank - Business (Plaid) Transactions, Balances
Dundee Capital Markets - Client (Plaid) Transactions, Balances
Dunlop - Citi Card (Plaid) Transactions, Balances
DuPage Credit Union (Plaid) Transactions, Balances
DuPont Goodrich Federal Credit Union (Plaid) Transactions, Balances
DuQuoin State Bank (Plaid) Transactions, Balances
Durden Banking Company (Plaid) Transactions, Balances
Dutch Point Credit Union (Plaid) Transactions, Balances
DuTrac Community Credit Union (Plaid) Transactions, Balances
DWS Investments - Shareholders Accounts (Plaid) Transactions, Balances
Dyatech - My Plan Access (Plaid) Transactions, Balances
Dynamic Federal Credit Union (Plaid) Transactions, Balances

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