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

Idaho Central Credit Union (Plaid) Transactions, Balances
Invoice2go Money (Plaid) Transactions, Balances
Ivella (Plaid) Transactions, Balances
IBC Bank (Plaid) Transactions, Balances
Indiana Members Credit Union (Plaid) Transactions, Balances
IH Mississippi Valley Credit Union (Plaid) Transactions, Balances
Independent Bank - Personal (Plaid) Transactions, Balances
Independent Bank - Personal (Plaid) Transactions, Balances
Independent Bank (MI) - ONE Wallet (Plaid) Transactions, Balances
InterBank - Personal (Plaid) Transactions, Balances
InterBank - Treasury Management (Plaid) Transactions, Balances
IU Credit Union (Plaid) Transactions, Balances
Investar Bank (Plaid) Transactions, Balances
Investar Bank - Commercial Online Banking (Plaid) Transactions, Balances
Independence Bank of Kentucky (Plaid) Transactions, Balances
Isabella Bank (Plaid) Transactions, Balances
Industrial Credit Union (Plaid) Transactions, Balances
Ideal Credit Union (Plaid) Transactions, Balances
iQ Credit Union (Plaid) Transactions, Balances
ILWU Credit Union (Plaid) Transactions, Balances
Insouth Bank - Personal (Plaid) Transactions, Balances
Interactive Brokers - US (Plaid) Transactions, Balances
Interactive Brokers - CA (Plaid) Transactions, Balances
Insight Credit Union (Plaid) Transactions, Balances
Investors Bank - Personal & Small Business (Plaid) Transactions, Balances
Independent Financial (Plaid) Transactions, Balances
Illinois Bank & Trust (Plaid) Transactions, Balances
Inova Federal Credit Union (Plaid) Transactions, Balances
Island Federal Credit Union (Plaid) Transactions, Balances
Industrial Bank - Personal (Plaid) Transactions, Balances
Inwood National Bank (Plaid) Transactions, Balances
IC Credit Union - Personal (Plaid) Transactions, Balances
IC Credit Union - Business (Plaid) Transactions, Balances
IncredibleBank (Plaid) Transactions, Balances
Institution for Savings Newburyport (Plaid) Transactions, Balances
i3 Bank (formerly Bank of Bennington) (Plaid) Transactions, Balances
IAA Credit Union (Plaid) Transactions, Balances
Iberville Credit Union (Plaid) Transactions, Balances
IBEW (Plaid) Transactions, Balances
IBEW and United Workers Credit Union (Plaid) Transactions, Balances
IBEW Local 265 Federal Credit Union (Plaid) Transactions, Balances
IC Savings - Online Banking (Plaid) Transactions, Balances
Ice Mountain - Natural Spring Water (Plaid) Transactions, Balances
Icon Bank (Plaid) Transactions, Balances
Icon Business Bank (Riverside, CA) (Plaid) Transactions, Balances
Idaho 529 College Savings Program (Plaid) Transactions, Balances
Idaho First Bank (Plaid) Transactions, Balances
Idaho Trust Bank (Plaid) Transactions, Balances
Idaho Trust Bank - Business (Plaid) Transactions, Balances
Idaho United Credit Union (Plaid) Transactions, Balances
IDB Bank - Investment Management & Trust (Plaid) Transactions, Balances
IDB Global FCU (Plaid) Transactions, Balances
IFAM Capital - Wealth Management (Plaid) Transactions, Balances
iGObanking.com (Plaid) Transactions, Balances
IH Credit Union (Plaid) Transactions, Balances
IKEA Cards (Projekt and Family) (Plaid) Transactions, Balances
IKEA Cards (VISA) (Plaid) Transactions, Balances
Illiana Financial Credit Union (Plaid) Transactions, Balances
Illini State Bank (Plaid) Transactions, Balances
Illinois Community Credit Union (Plaid) Transactions, Balances
Illinois Educators Credit Union (Plaid) Transactions, Balances
Illinois Municipal Retirement Fund - Member Access (Plaid) Transactions, Balances
Illinois National Bank (Plaid) Transactions, Balances
Illinois State Bank (Plaid) Transactions, Balances
Illinois State Credit Union (Plaid) Transactions, Balances
Illinois State Police Credit Union (Plaid) Transactions, Balances
iMortgage (Plaid) Transactions, Balances
Impact Bank - Personal (Plaid) Transactions, Balances
Impact Credit Union (Plaid) Transactions, Balances
Impressia Bank (Plaid) Transactions, Balances
InBank - Personal (Plaid) Transactions, Balances
InBank - Business (Plaid) Transactions, Balances
Incommons Bank (TX) (Plaid) Transactions, Balances
Increase (Plaid) Transactions, Balances
Independence Bank (RI) (Plaid) Transactions, Balances
Independence Bank (MT) (Plaid) Transactions, Balances
Independence Bank - Investment and Trust Accounts (Plaid) Transactions, Balances
Independence Federal Savings Bank (Plaid) Transactions, Balances
Independence State Bank - Personal (Plaid) Transactions, Balances
Independence Trust Company (Plaid) Transactions, Balances
Independent Farmers Bank (MO) (Plaid) Transactions, Balances
Independent Pension Consultants - Participants (Plaid) Transactions, Balances
Independent Pension Consultants, LTD - Participant Access (Plaid) Transactions, Balances
Independent Planning Group - Client Access (Plaid) Transactions, Balances
Independent Portfolio Consultants - Client Access (Plaid) Transactions, Balances
Indiabulls (Plaid) Transactions, Balances
Indiana Bank & Trust Co. (Plaid) Transactions, Balances
Indiana College Choice 529 Direct Savings plan (Plaid) Transactions, Balances
Indiana EPPICard for Unemployment (Plaid) Transactions, Balances
Indiana First Savings Bank (Plaid) Transactions, Balances
Indiana Heartland Federal Credit Union - Online Banking (Plaid) Transactions, Balances
Indiana HRA VEBA and 115 - Participant (Plaid) Transactions, Balances
Indiana State University Federal Credit Union (Plaid) Transactions, Balances
Indianhead Credit Union (Plaid) Transactions, Balances
Indigo Platinum MasterCard (Plaid) Transactions, Balances
Industrial Federal Credit Union (Plaid) Transactions, Balances
Industry State Bank (Plaid) Transactions, Balances
Inez Deposit Bank (Plaid) Transactions, Balances
Infinex Financial Group (Albridge) - Client Access (Plaid) Transactions, Balances
Infiniti Finance (Plaid) Transactions, Balances
Infinity Bank - Personal Online (Plaid) Transactions, Balances
Infinity Bank - Business (Plaid) Transactions, Balances
InFirst FCU (Plaid) Transactions, Balances
Informa Performance IQ (Plaid) Transactions, Balances
Infuze Credit Union (Plaid) Transactions, Balances
Ingalls & Snyder (Plaid) Transactions, Balances
Ingersoll-Rand Federal Credit Union (Plaid) Transactions, Balances
Inland American REIT - Stockholder Login (Plaid) Transactions, Balances
Inland Bank (Plaid) Transactions, Balances
Inland Valley Federal Credit Union (Plaid) Transactions, Balances
Inner Lakes Credit Union (Plaid) Transactions, Balances
Innovations Federal Credit Union (Plaid) Transactions, Balances
iNova Credit Union (Plaid) Transactions, Balances
InRoads Credit Union (Plaid) Transactions, Balances
INS Bank (Plaid) Transactions, Balances
Insperity - Retirement Services SSO (Plaid) Transactions, Balances
Insperity Retirement Services - Retirement Service Center (Plaid) Transactions, Balances
Inspire Federal Credit Union (Plaid) Transactions, Balances
Instep Credit Union (Plaid) Transactions, Balances
Insurance Services (Plaid) Transactions, Balances
InsurBanc - Personal (Plaid) Transactions, Balances
InsurBanc (Plaid) Transactions, Balances
Intandem Credit Union (Plaid) Transactions, Balances
Integra First Federal Credit Union (Plaid) Transactions, Balances
Integris Credit Union (Plaid) Transactions, Balances
Integrity Bank (VA) (Plaid) Transactions, Balances
Integrity Bank & Trust (Plaid) Transactions, Balances
Integrity Life Insurance Company - Contract Holder (Plaid) Transactions, Balances
Interactive Brokers- Ireland (Plaid) Transactions, Balances
Interamerican Bank - Personal (Plaid) Transactions, Balances
Intercity State Bank (Plaid) Transactions, Balances
Intercity State Bank - Business - Business Banking (Plaid) Transactions, Balances
Intercorp Financial Services Inc - My Streetscape (Plaid) Transactions, Balances
Intercredit Bank (FL) (Plaid) Transactions, Balances
Interfaith Federal Credit Union (Plaid) Transactions, Balances
Interior Federal Credit Union (Plaid) Transactions, Balances
Interior Savings - Online Banking (Plaid) Transactions, Balances
Intermountain Health Care (Plaid) Transactions, Balances
Internation Finance Bank (Plaid) Transactions, Balances
International Assets Advisory (IAA) - Client Access (Plaid) Transactions, Balances
International Bank of Chicago (Plaid) Transactions, Balances
International City Bank (Plaid) Transactions, Balances
International City Mortgage (Plaid) Transactions, Balances
International Finance Bank (Plaid) Transactions, Balances
International Value Advisers - Mutual Fund Shareholder Login (Plaid) Transactions, Balances
InterOcean Capital, LLC (Plaid) Transactions, Balances
Interra Credit Union (Plaid) Transactions, Balances
InterSecurities Inc (Plaid) Transactions, Balances
Interstate Credit Union (Plaid) Transactions, Balances
Interval World Mastercard (Comenity) - Credit Card (Plaid) Transactions, Balances
INTL FCStone (Plaid) Transactions, Balances
InTouch Credit Union (Plaid) Transactions, Balances
Intracoastal Bank (FL) - Personal (Plaid) Transactions, Balances
Intracoastal Bank (FL) - Business (Plaid) Transactions, Balances
Intralinks (Plaid) Transactions, Balances
Intrepid Credit Union (Plaid) Transactions, Balances
INTRUST Bank - Personal (Plaid) Transactions, Balances
Invesco - CollegeBound 529 (Plaid) Transactions, Balances
Invesco - Investor Account Access (Plaid) Transactions, Balances
Invesco - Retirement Plan Sponsor - Sponsor (Plaid) Transactions, Balances
Invest Financial Corporation (Plaid) Transactions, Balances
Invest n Retire (Plaid) Transactions, Balances
InvesTex Credit Union (Plaid) Transactions, Balances
Investigo - H. Beck (Plaid) Transactions, Balances
Investigo / Shareholders Service Group (Plaid) Transactions, Balances
Investment Savings Bank - Internet Banking (Plaid) Transactions, Balances
Investors Community Bank (Chillicothe, MO) (Plaid) Transactions, Balances
Investors Community Bank - Business (Plaid) Transactions, Balances
Investors Financial Group (Plaid) Transactions, Balances
Investrust Retirement - Participant (Plaid) Transactions, Balances
Ion Bank - Personal (Plaid) Transactions, Balances
Iowa Bankers Mortgage Corporation - MyIBMC Loan (Plaid) Transactions, Balances
Iowa EPPICard for Department of Human Services (Plaid) Transactions, Balances
Iowa EPPICard for Medicaid (Plaid) Transactions, Balances
Iowa EPPICard for Workforce Development (Plaid) Transactions, Balances
Iowa Falls State Bank (Plaid) Transactions, Balances
Iowa Falls State Bank - Business (Plaid) Transactions, Balances
Iowa Savings Bank (Plaid) Transactions, Balances
Iowa State Bank (Des Moines, IA) - Personal (Plaid) Transactions, Balances
Iowa State Bank (Plaid) Transactions, Balances
Iowa State Bank (Sac City, Lake View, Odebolt) (Plaid) Transactions, Balances
Iowa State Bank - Online Banking (Plaid) Transactions, Balances
Iowa State Bank (Clarksville, IA) (Plaid) Transactions, Balances
Iowa State Bank (Northwest Iowa) - Business (Plaid) Transactions, Balances
Iowa State Bank & Trust Company of Fairfield (Plaid) Transactions, Balances
Iowa State Bank-Trust Reporter (Plaid) Transactions, Balances
Iowa State Savings Bank (Plaid) Transactions, Balances
Iowa Trust & Savings Bank - Personal (Plaid) Transactions, Balances
Iowa Trust & Savings Bank - Business (Plaid) Transactions, Balances
Iowa Trust and Savings Bank (Plaid) Transactions, Balances
IPA Northeast, LLC - Retirement Plan (Plaid) Transactions, Balances
Ipava State Bank (IL) (Plaid) Transactions, Balances
IPERS (Iowa Public Employees Retirement System) (Plaid) Transactions, Balances
IRA Plus Southwest, LLC (Plaid) Transactions, Balances
IRA Resources, Inc (Plaid) Transactions, Balances
Ireland Bank (Plaid) Transactions, Balances
Irell & Manella - Client Access (Plaid) Transactions, Balances
Iron Financial - Client Access (Plaid) Transactions, Balances
Iron Financial - Retirement Plan Access (Plaid) Transactions, Balances
Iron Mountain Kingsford Community Credit Union (Plaid) Transactions, Balances
Iron Workers Bank (Plaid) Transactions, Balances
Iron Workers Federal Credit Union (Plaid) Transactions, Balances
Iroquois Farmers State Bank (Plaid) Transactions, Balances
Iroquois Federal Savings & Loan - Personal (Plaid) Transactions, Balances
IRS Buffalo Federal Credit Union (Plaid) Transactions, Balances
Isabella Community Credit Union (Plaid) Transactions, Balances
ISB Community Bank (Plaid) Transactions, Balances
ISC Group 401(K) Plan - Participant (Plaid) Transactions, Balances
iShares 529 Plan - Client Access (Plaid) Transactions, Balances
Island Savings Credit Union - Personal & Small Business (Plaid) Transactions, Balances
Islanders Bank (Plaid) Transactions, Balances
iSolved - Participant (Plaid) Transactions, Balances
Israel Discount Bank (Plaid) Transactions, Balances
Itasca Bank & Trust Co. (Plaid) Transactions, Balances
iTHINK Financial (formerly IBM Southeast Employees CU) (Plaid) Transactions, Balances
ITS Asset Management - Client Login (Plaid) Transactions, Balances
Ivy Bank (Plaid) Transactions, Balances
IVY Funds (Plaid) Transactions, Balances

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