Banking to Excel

Automatically Export & Sync Banking Data to Excel

Banking
a black arrow pointing to the right
Excel
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

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") bulk 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

Banking API
Flatly
Excel API
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.

Banking

Airtable Sync

Banking to Airtable Sync

CSV

Banking to CSV

Excel Online

Banking to Excel Online

Google Sheets

Banking to Google Sheets

Smartsheet

Banking to Smartsheet

Walkthrough Video

Extended Data Sources

Qualstar Credit Union (Plaid) Transactions, Balances
Quakertown National Bank (QNB) (Plaid) Transactions, Balances
Qapital (Plaid) Transactions, Balances
Quincy Credit Union (Plaid) Transactions, Balances
Queenstown Bank - Personal (Plaid) Transactions, Balances
Queensborough National Bank & Trust Company (Plaid) Transactions, Balances
Quorum Federal Credit Union (Plaid) Transactions, Balances
Quest Federal Credit Union (Kenton, OH) (Plaid) Transactions, Balances
Quail Creek Bank (Plaid) Transactions, Balances
Quad City Bank & Trust - Personal (Plaid) Transactions, Balances
Quad City Bank & Trust (Plaid) Transactions, Balances
Qside FCU (Plaid) Transactions, Balances
Quantum National Bank (Plaid) Transactions, Balances
Quontic (Plaid) Transactions, Balances
QCard (QVC) (Plaid) Transactions, Balances
Quoin Financial Bank (Plaid) Transactions, Balances
Quinte First Credit Union - Online Banking (Plaid) Transactions, Balances
Quaint Oak Bank (Lehigh and Delaware Valley, PA) - Personal & Small Business (Plaid) Transactions, Balances
QBE (Plaid) Transactions, Balances
Quadrus - Private Wealth (Plaid) Transactions, Balances
Qualified Plan Administrators - Participant (Plaid) Transactions, Balances
Qualified-Solutions (Plaid) Transactions, Balances
Quantum Credit Union (Plaid) Transactions, Balances
Questar Capital (Plaid) Transactions, Balances
Questrade (Plaid) Transactions, Balances
Quicken World Mastercard (Plaid) Transactions, Balances

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