Excel template
Send new transactions to Excel
Your bank transactions, added to the Excel workbook every day.
BankSyncVerified by BankSyncVerified by BankSync VerifiedItem 1 of 1: Each day: read the bank, apply your enrichments, add to your workbook.
Each day: read the bank, apply your enrichments, add to your workbook.
Overview
Every day, add your new bank transactions to the Excel workbook you pick when you install it, with your workspace’s default enrichments applied and never the same transaction twice. Add your own steps along the way: filter what goes through, or get a notification.
- Daily
What you get
- AutomationAn automation. Off until an owner or admin approves it.
Works with Excel.
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