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

Greensboro Municipal Credit Union (Plaid) Transactions, Balances
GW Wade - MyStreetscape (Plaid) Transactions, Balances
GO2bank (Plaid) Transactions, Balances
Grant County Bank - Ulysses, KS (Plaid) Transactions, Balances
Green Dot Prepaid Debit Card (Plaid) Transactions, Balances
Golden 1 Credit Union (Plaid) Transactions, Balances
GECU (Plaid) Transactions, Balances
GTE Financial (Plaid) Transactions, Balances
Georgia's Own Credit Union (Plaid) Transactions, Balances
Georgia United Credit Union (Plaid) Transactions, Balances
Gate City Bank (Plaid) Transactions, Balances
Grow Financial Federal Credit Union (Plaid) Transactions, Balances
Great Southern Bank (Plaid) Transactions, Balances
Glacier Bank (Plaid) Transactions, Balances
GreenState Credit Union (Formerly University of Iowa Community Credit Union) (Plaid) Transactions, Balances
Great Lakes Credit Union (Plaid) Transactions, Balances
German American Bank - Online Banking (Plaid) Transactions, Balances
German American Bank - Business (Plaid) Transactions, Balances
Gulf Winds Credit Union (Plaid) Transactions, Balances
Greater Nevada Credit Union (Personal Banking) (Plaid) Transactions, Balances
Generations Federal Credit Union (Plaid) Transactions, Balances
Gulf Coast Educators Federal Credit Union (Plaid) Transactions, Balances
Guaranty Bank & Trust (Texas) (Plaid) Transactions, Balances
Guardian Credit Union (WI) (Plaid) Transactions, Balances
Greylock Federal Credit Union (Plaid) Transactions, Balances
GE Credit Union (Plaid) Transactions, Balances
Golden Plains Credit Union (Plaid) Transactions, Balances
Gesa Credit Union (Plaid) Transactions, Balances
Guaranty Bank & Trust Company (MS) (Plaid) Transactions, Balances
Granite State Credit Union (Plaid) Transactions, Balances
Google - Google Store Financing (Plaid) Transactions, Balances
Gulf Coast Bank (Plaid) Transactions, Balances
G&F Financial Group (Plaid) Transactions, Balances
G.W. Jones Exchange Bank (Plaid) Transactions, Balances
Gabelli Funds (Plaid) Transactions, Balances
Gabriel, Roeder, Smith & Co. - Participant (Plaid) Transactions, Balances
Gabriels Community Credit Union (Plaid) Transactions, Balances
Gain Federal Credit Union (Plaid) Transactions, Balances
Galaxy Federal Credit Union (Plaid) Transactions, Balances
Gallup Federal Credit Union (Plaid) Transactions, Balances
GAM (Plaid) Transactions, Balances
Game Stop Credit Card (Plaid) Transactions, Balances
Ganaraska Financial Credit Union - Personal Banking (Plaid) Transactions, Balances
Gander Mountain - Credit Card (Plaid) Transactions, Balances
Gannett Benefits Center (Plaid) Transactions, Balances
Garden (Plaid) Transactions, Balances
Garden Plain State Bank (Your Community Bank Since 1966!) (Plaid) Transactions, Balances
Garden Savings Federal Credit Union (Plaid) Transactions, Balances
Gardiner Federal Credit Union (ME) (Plaid) Transactions, Balances
Gardner - White Credit Card (Plaid) Transactions, Balances
Gardner Russo & Gardner - Client (Plaid) Transactions, Balances
Garrett State Bank (Plaid) Transactions, Balances
Gary Goldberg & Company - MyStreetscape (Plaid) Transactions, Balances
Gas & Electric CU (Plaid) Transactions, Balances
Gates Banking & Trust Company (Gates, TN) - Personal (Plaid) Transactions, Balances
Gates Chili Credit Union (Plaid) Transactions, Balances
Gateway Bank (PA) (Plaid) Transactions, Balances
Gateway Bank (Plaid) Transactions, Balances
Gateway Bank (AZ) (Plaid) Transactions, Balances
Gateway Bank and Trust Company - Business Online (Plaid) Transactions, Balances
Gateway First Bank (OK) (Plaid) Transactions, Balances
Gateway FSB (CA) - Personal (Plaid) Transactions, Balances
Gateway Metro Credit Union (Plaid) Transactions, Balances
Gather Federal Credit Union (Plaid) Transactions, Balances
GB Bank Group, Inc. (Plaid) Transactions, Balances
GBank - Personal (Plaid) Transactions, Balances
GBC International Bank - Personal (Plaid) Transactions, Balances
GBC International Bank - Business (Plaid) Transactions, Balances
GE Asset Management (Plaid) Transactions, Balances
GE Executive Compensation (Plaid) Transactions, Balances
Geddes Federal Savings & Loan Association (Plaid) Transactions, Balances
Gehant Bank (IL) (Plaid) Transactions, Balances
Geismar Complex Federal Credit Union (Plaid) Transactions, Balances
Gemini (Plaid) Transactions, Balances
GENCO Federal Credit Union (Plaid) Transactions, Balances
General Electric Credit Union (Plaid) Transactions, Balances
General Electric Employees FCU (Plaid) Transactions, Balances
Generali International - Service Center (Plaid) Transactions, Balances
Generations Bank (NY) (Plaid) Transactions, Balances
Generations Bank (AR) - Personal (Plaid) Transactions, Balances
Generations Bank (AR) - Business (Plaid) Transactions, Balances
Generations Credit Union (Plaid) Transactions, Balances
Genesee Regional Bank (Plaid) Transactions, Balances
Genesee Valley Federal Credit Union (NY) (Plaid) Transactions, Balances
Genesee Valley Trust (Plaid) Transactions, Balances
Genesis Bank (Plaid) Transactions, Balances
Genesis Bank - Personal (Plaid) Transactions, Balances
Genesis Block (Plaid) Transactions, Balances
Genesis Credit (Plaid) Transactions, Balances
Genesis Employees Credit Union (Plaid) Transactions, Balances
Genesis Health System (Plaid) Transactions, Balances
GenFed Financial Credit Union (Plaid) Transactions, Balances
Genisys Credit Union (Plaid) Transactions, Balances
Genoa Bank (Plaid) Transactions, Balances
Genoa Community Bank (NE) - Personal (Plaid) Transactions, Balances
Geoff Bodine Visa (Plaid) Transactions, Balances
Georgetown Kraft Credit Union (GKCU) (Plaid) Transactions, Balances
Georgetown University Alumni and ST FCU (Plaid) Transactions, Balances
Georgia Banking Company (Plaid) Transactions, Balances
Georgia Banking Company - Business (Plaid) Transactions, Balances
Georgia EPPICard (Plaid) Transactions, Balances
Georgia Farm Bureau (Plaid) Transactions, Balances
Georgia Power Northwest Federal Credit Union (GA) (Plaid) Transactions, Balances
Georgia Primary Bank - Personal (Plaid) Transactions, Balances
Georgia Primary Bank - Business (Plaid) Transactions, Balances
Georgian Bank (Plaid) Transactions, Balances
Geovista Credit Union (Plaid) Transactions, Balances
German American State Bank (Plaid) Transactions, Balances
Germantown Trust & Bank (Plaid) Transactions, Balances
GFA Federal Credit Union (Plaid) Transactions, Balances
GFA Federal Credit Union - Credit Card (Plaid) Transactions, Balances
GHS Federal Credit Union (SC) (Plaid) Transactions, Balances
GHS Federal Credit Union (NY) (Plaid) Transactions, Balances
Giant Eagle 401(k) Savings Plan (Plaid) Transactions, Balances
giantbank.com (Plaid) Transactions, Balances
Giants Visa (Plaid) Transactions, Balances
Gibraltar Bank - Personal (Plaid) Transactions, Balances
Gibsland Bank & Trust (Plaid) Transactions, Balances
Gilmer National Bank (TX) (Plaid) Transactions, Balances
Girard Securities - MyStreetscape (Plaid) Transactions, Balances
Givers (Plaid) Transactions, Balances
Glace Bay Central Credit Union (Plaid) Transactions, Balances
Glacier Hills CU (Plaid) Transactions, Balances
Glasford Bank (Plaid) Transactions, Balances
Glass City Federal Credit Union (Plaid) Transactions, Balances
Glatco Credit Union (Plaid) Transactions, Balances
Glen Rock Savings Bank (Plaid) Transactions, Balances
Glendale Area Schools Credit Union (Plaid) Transactions, Balances
Glendale Federal Credit Union (Plaid) Transactions, Balances
Glens Falls National Bank - Business (Plaid) Transactions, Balances
Glens Falls National Bank and Trust Company (Plaid) Transactions, Balances
Glenview Credit Union (Plaid) Transactions, Balances
Glenwood State Bank (Plaid) Transactions, Balances
Glenwood State Bank (MN) (Plaid) Transactions, Balances
Global Bank (NY) - Personal (Plaid) Transactions, Balances
Global Bank (NY) - Business (Plaid) Transactions, Balances
Global Credit Union (Plaid) Transactions, Balances
Globalfy (Plaid) Transactions, Balances
Globcom Telecommunications (Plaid) Transactions, Balances
Globe Life and Accident Insurance Company (Plaid) Transactions, Balances
Gluskin Sheff (Plaid) Transactions, Balances
GN Bank - Personal (Plaid) Transactions, Balances
GNC Community Federal Credit Union (Plaid) Transactions, Balances
GoEnergy Financial (formerly GEMC Credit Union) (Plaid) Transactions, Balances
Gogebic County Federal Credit Union (Plaid) Transactions, Balances
Gogebic Range Bank - Consumer Internet Banking (Plaid) Transactions, Balances
Gold Coast Bank (Plaid) Transactions, Balances
Gold Coast FCU (FL) (Plaid) Transactions, Balances
GOLD Credit Union (Plaid) Transactions, Balances
Golden Bank (Plaid) Transactions, Balances
Golden Belt Bank, FSA (Plaid) Transactions, Balances
Golden Circle Credit Union (Plaid) Transactions, Balances
Golden Pacific Bank (Plaid) Transactions, Balances
Golden State Bank (Plaid) Transactions, Balances
Golden Valley Bank (Chico, CA) (Plaid) Transactions, Balances
Golden Valley FCU (Plaid) Transactions, Balances
Goldenwest Credit Union (Plaid) Transactions, Balances
Goldman Sachs Private Wealth Management (Plaid) Transactions, Balances
Goldmoney (Plaid) Transactions, Balances
Goldwater Bank (Plaid) Transactions, Balances
Good Neighbors Credit Union (Plaid) Transactions, Balances
Good Sam - Camping World Visa Card (Plaid) Transactions, Balances
Goodfield State Bank (Plaid) Transactions, Balances
Goodwin Procter - Client Access (Plaid) Transactions, Balances
Goody's Credit Card (Plaid) Transactions, Balances
Goodyear - Citi Card (Plaid) Transactions, Balances
Gordmans (Plaid) Transactions, Balances
Gorham Savings Bank (Plaid) Transactions, Balances
GoToMyCard (Plaid) Transactions, Balances
Goulston & Storrs Trust (Plaid) Transactions, Balances
Gouverneur Savings & Loan Association (Plaid) Transactions, Balances
Government Employees Federal Credit Union (Plaid) Transactions, Balances
Government Printing Office Credit Union (Plaid) Transactions, Balances
GPO Federal Credit Union (Plaid) Transactions, Balances
GR Consumers Credit Union (Plaid) Transactions, Balances
Graham Partners - Partner Login (Plaid) Transactions, Balances
Graham Savings - Personal (Plaid) Transactions, Balances
GRANCO Federal Credit Union (Plaid) Transactions, Balances
Grand Bank, N.A. (Plaid) Transactions, Balances
Grand Forks Credit Union (Plaid) Transactions, Balances
Grand Marais State Bank (Plaid) Transactions, Balances
Grand Rapids State Bank - Online Banking (Plaid) Transactions, Balances
Grand Ridge National Bank - Personal (Plaid) Transactions, Balances
Grand River Bank - Personal (Plaid) Transactions, Balances
Grand River Bank - Business (Plaid) Transactions, Balances
Grand Rivers Community Bank (Plaid) Transactions, Balances
Grand Savings Bank (Plaid) Transactions, Balances
Grand Timber Bank (Plaid) Transactions, Balances
Grand Trunk Battle Creek Employee FCU (Plaid) Transactions, Balances
Grand Valley Bank (Plaid) Transactions, Balances
Grandbridge Real Estate Capital (Plaid) Transactions, Balances
GrandSouth Bank - Business (Plaid) Transactions, Balances
Grandview Bank (Plaid) Transactions, Balances
Granite Bank (Colebrook) (Plaid) Transactions, Balances
Granite Credit Union (Plaid) Transactions, Balances
Granite Falls Bank (Plaid) Transactions, Balances
Granite Hall Partners (Plaid) Transactions, Balances
Granite State Management & Resources (Plaid) Transactions, Balances
Grant County Bank (Petersburg) - Personal (Plaid) Transactions, Balances
Grant County Bank (Oklahoma) (Plaid) Transactions, Balances
Grant County State Bank (Plaid) Transactions, Balances
Grant County State Bank (Plaid) Transactions, Balances
Granville National Bank (Plaid) Transactions, Balances
Grapeland State Bank (Plaid) Transactions, Balances
Grasshopper Bank (Plaid) Transactions, Balances
Grasshopper Bank - Commercial (Plaid) Transactions, Balances
Grasshopper Bank - Business (Plaid) Transactions, Balances
Gratiot Community Credit Union (Plaid) Transactions, Balances
Grayson National Bank (Plaid) Transactions, Balances
Great American Bank (Plaid) Transactions, Balances
Great Basin Federal Credit Union (Plaid) Transactions, Balances
Great Erie Federal Credit Union (Plaid) Transactions, Balances
Great Falls Regional FCU (Plaid) Transactions, Balances
Great Lakes Federal Credit Union (Plaid) Transactions, Balances
Great Lakes First Federal Credit Union (Plaid) Transactions, Balances
Great Meadow Federal Credit Union (Plaid) Transactions, Balances
Great Midwest Bank - Personal (Plaid) Transactions, Balances
Great Nations Bank (Plaid) Transactions, Balances
Great NorthWest FCU - Personal (Plaid) Transactions, Balances
Great Oaks Bank (Plaid) Transactions, Balances
Great Plains Bank - Personal Banking (Plaid) Transactions, Balances
Great Plains Bank - Business (Plaid) Transactions, Balances
Great Plains Federal Credit Union (Plaid) Transactions, Balances
Great Plains State Bank (Plaid) Transactions, Balances
Great River Federal Credit Union (Plaid) Transactions, Balances
Great Rivers Bank (Plaid) Transactions, Balances
Great Southern Bank (Plaid) Transactions, Balances
Greater Alliance Federal Credit Union (Plaid) Transactions, Balances
Greater Central Texas Credit Union (Plaid) Transactions, Balances
Greater Chautauqua Credit Union (Plaid) Transactions, Balances
Greater Cincinnati Credit Union (Plaid) Transactions, Balances
Greater Community Bank - Personal (Plaid) Transactions, Balances
Greater Hudson Bank - Personal (Plaid) Transactions, Balances
Greater Iowa Credit Union (Plaid) Transactions, Balances
Greater Iowa Credit Union - Credit Card Access (Plaid) Transactions, Balances
Greater KC Public Safety Credit Union (Plaid) Transactions, Balances
Greater Metro Credit Union (Plaid) Transactions, Balances
Greater Niagara Credit Union (Plaid) Transactions, Balances
Greater Springfield Credit Union (Plaid) Transactions, Balances
Greater Texas Credit Union (Plaid) Transactions, Balances
Greater Vancouver Community Credit Union (Plaid) Transactions, Balances
Greater West Haven Credit Union (Plaid) Transactions, Balances
Greater Woodlawn Federal Credit Union (Plaid) Transactions, Balances
Green Belt Bank & Trust (Plaid) Transactions, Balances
Green Mountain Credit Union (Plaid) Transactions, Balances
Green River Area Credit Union (Plaid) Transactions, Balances
Greenfield Banking Company (Plaid) Transactions, Balances
Greenfield Co-operative Bank (Plaid) Transactions, Balances
Greenfield Savings Bank - Personal (Plaid) Transactions, Balances
Greenleaf Wayside Bank (Plaid) Transactions, Balances
Greenville Federal Credit Union (Plaid) Transactions, Balances
Greenville Heritage Federal Credit Union (Plaid) Transactions, Balances
Greenville National Bank - Online Banking (Plaid) Transactions, Balances
Greenville Savings Bank - Personal (Plaid) Transactions, Balances
Greenwich Municipal Employees Federal Credit Union (Plaid) Transactions, Balances
Greenwood (Plaid) Transactions, Balances
Greenwood Credit Union (Plaid) Transactions, Balances
Greenwood Municipal Federal Credit Union (Plaid) Transactions, Balances
Greenwoods State Bank - Personal (Plaid) Transactions, Balances
Griffin Capital - Investor Access (Plaid) Transactions, Balances
Grind24 (Plaid) Transactions, Balances
Grinnell State Bank - Personal (Plaid) Transactions, Balances
Grove Bank and Trust (Plaid) Transactions, Balances
Growing Oaks Federal Credit Union (Plaid) Transactions, Balances
Grundy Bank - Personal (Plaid) Transactions, Balances
Grundy Bank - Business (Plaid) Transactions, Balances
Grundy National Bank (Plaid) Transactions, Balances
Grundy National Bank (Plaid) Transactions, Balances
GSA Credit Union (Plaid) Transactions, Balances
Guadalupe Bank (Plaid) Transactions, Balances
Guadalupe National Bank (Plaid) Transactions, Balances
Guaranty Bank - Personal (Plaid) Transactions, Balances
Guaranty Bank - Business (Plaid) Transactions, Balances
Guaranty Bank & Trust Company of Delhi, Louisiana (Plaid) Transactions, Balances
Guaranty Bank and Trust Company (New Roads, LA) (Plaid) Transactions, Balances
Guaranty Income Life Insurance Company (Plaid) Transactions, Balances
Guaranty State Bank & Trust Co. (KS) (Plaid) Transactions, Balances
Guardian Bank (Plaid) Transactions, Balances
Guardian Credit Union (AL) (Plaid) Transactions, Balances
Guardian Investor Services LLC - 401k Accounts (Plaid) Transactions, Balances
Guardian Investor Services LLC - IRA Accounts (Plaid) Transactions, Balances
Guardian Non-Qualified Plan - Participant (Plaid) Transactions, Balances
Guardian Retirement - Participant (Plaid) Transactions, Balances
Guardian Savings Bank (OH & KY) - Personal (Plaid) Transactions, Balances
Guardians Credit Union (Plaid) Transactions, Balances
Guava (Plaid) Transactions, Balances
Guidance Residential (Plaid) Transactions, Balances
Guideline (Plaid) Transactions, Balances
Guilford Savings Bank (Plaid) Transactions, Balances
Gulf Atlantic Bank (Plaid) Transactions, Balances
Gulf Coast Bank & Trust Company (Plaid) Transactions, Balances
Gulf Coast Business Bank (Plaid) Transactions, Balances
Gulf Coast Community Credit Union (Plaid) Transactions, Balances
Gulf Coast Federal Credit Union (Plaid) Transactions, Balances
Gulf Credit Union (Plaid) Transactions, Balances
Gulf CU (TX) (Plaid) Transactions, Balances
Gulf Employees Credit Union (Plaid) Transactions, Balances
Gulf Trust Federal Credit Union (Plaid) Transactions, Balances
Gulfside Bank (Plaid) Transactions, Balances
Guthrie Community Credit Union (Plaid) Transactions, Balances
Guthrie County State Bank (Plaid) Transactions, Balances
GWG - Investor Access (Plaid) Transactions, Balances
Gwinnett Community Bank (Plaid) Transactions, Balances

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