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Microsoft Excel

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Unlock Excel's powerful financial modeling capabilities with your banking data. Create sophisticated financial models, use advanced VBA macros for automation, and build professional-grade dashboards with pivot tables, charts, and conditional formatting.

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About Microsoft Excel Integration

Unlock Excel's powerful financial modeling capabilities with your banking data. Create sophisticated financial models, use advanced VBA macros for automation, and build professional-grade dashboards with pivot tables, charts, and conditional formatting.

Connecting Microsoft Excel to BankSync

connect it once

Key Features

  • Real-time sync
  • Pivot table support
  • VBA macro compatibility
  • Multi-account support
  • Balance tracking

Supported Fields

Transaction dateAmountMerchant nameCategoryAccount nameAccount balanceTransaction typeNotesCurrencyPending status

Integration Details

Setup Time5 minutes
PricingRequires a Microsoft 365 / OneDrive account
StatusActive

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Connect from

Ally Bank logoAlly BankBank of America logoBank of AmericaCapital One logoCapital OneChase logoChaseCitizens Bank logoCitizens BankFifth Third Bank logoFifth Third Bank
View All Banks →

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Connect your banking data to Microsoft Excel in minutes.

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Ready to Connect Microsoft Excel?

Start syncing your banking data with Microsoft Excel. Get your financial data flowing in minutes, not hours.

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BankSync is not affiliated with, endorsed by, or an official partner of Microsoft Excel. Microsoft Excel trademarks belong to their respective owners.