Bank Connector

Bank Data Manager

Bank Data Manager is an Excel add-in for teams and professionals who need current banking data directly inside workbooks.

Use the add-in to connect supported institutions, import account transactions into a structured Transactions sheet,

refresh data without manual CSV workflows, and apply rule-based categorization from a Mapping sheet.

A paid subscription is required to use Bank Data Manager. Learn more at

bank.jonathanpagel.com.

Key capabilities

• Connect institutions from supported countries directly inside Excel.
• Import transaction history into a dedicated Transactions sheet.
• Run Sync Data to append newly available transactions.
• Create and maintain Mapping rules for categories and sub-categories.
• Apply categorization rules with one click.
• Navigate quickly with ribbon commands for panel, transactions, mapping, and setup.

Typical use cases

• Cash flow tracking and monthly reporting
• Spend analysis by category
• Reconciliation preparation
• Operational finance workflows in Excel