How do I connect my bank accounts to Microsoft Excel?

To connect your bank accounts to Microsoft Excel, sign up for BankSync, connect your bank accounts through secure open banking APIs, then select Microsoft Excel as your destination. BankSync will automatically sync your transaction data to Microsoft Excel based on your configured schedule.

What banking data can I sync to Microsoft Excel?

You can sync transaction data including dates, amounts, descriptions, categories, merchant information, and account balances to Microsoft Excel. BankSync automatically categorizes transactions and maps them to your Microsoft Excel fields for seamless integration.

Is Microsoft Excel integration secure?

Yes, BankSync uses bank-grade security through open banking APIs. Your banking credentials are never stored by BankSync - they go directly to your bank. All data is encrypted in transit and at rest, and you can revoke access at any time.

How often does BankSync update my Microsoft Excel data?

BankSync can sync your banking data to Microsoft Excel as frequently as every 15 minutes, or you can set custom schedules (daily, weekly, monthly). You can also trigger manual syncs whenever needed for immediate updates.

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Microsoft Excel

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