Sync Crypto to Microsoft ExcelExcel

Pull Coinbase, Kraken, Gemini and Binance balances into a Microsoft Excel workbook that refreshes itself. OneDrive, SharePoint, web, desktop, Mac.

14-day free trial. Read-only API keys.

See Crypto Land in Your Workbook

Holdings and trades flow from your exchange into dedicated sheets in Excel.

BankSync
Investment Portfolio
Syncing investments...

Built for Real Spreadsheet Workflows

Pivot tables stay valid

Rows update in place. Pivots, charts and conditional formatting from last quarter keep working.

Power Query friendly

Connect Power Query to BankSync sheets and feed downstream models. No CSV exports.

Tax-ready trades

Every trade with timestamp, units, price, fees and proceeds, ready for your accountant's template.

Stocks plus crypto

Add brokerage accounts and the new positions land in the same schema as your crypto.

How It Works

1

Connect exchanges

Coinbase, Kraken, Gemini or Binance, through OAuth or a read-only API key.

2

Pick a workbook

A workbook in OneDrive or SharePoint, or the BankSync template.

3

Set a schedule

Hourly, daily, or weekly depending on your plan. Excel uses the latest completed sync.

Frequently Asked Questions

How do I sync Coinbase to Excel?

Sign up for BankSync, connect Coinbase through OAuth or a read-only API key, pick Excel as the destination and choose a workbook in OneDrive or SharePoint. Holdings, trades and balances sync automatically.

Does this work with Excel for the web and desktop Excel?

Yes. BankSync writes to your OneDrive or SharePoint workbook, so the same file refreshes whether you open it in Excel for the web, desktop Excel on Windows or Excel for Mac.

Which exchanges are supported?

Coinbase, Coinbase Advanced, Kraken, Gemini, Binance, Binance.US, Crypto.com, KuCoin, Bitstamp and Bitfinex. Each syncs holdings, trades and balances into the same workbook.

Can I track crypto and stocks in one workbook?

Yes. Crypto and brokerage holdings share one schema, so a single workbook covers both. Use Excel pivot tables and charts to break down by asset class or exchange.

How fresh is the data?

BankSync can run hourly on eligible plans using the exchange-reported value available at sync time. Combine with Excel Stocks data type if you need a separate market-price source.

Track Crypto in Excel

Coinbase, Kraken, Gemini, Binance. Holdings and trades, in your workbook, on a schedule.

14-day free trial • Cancel anytime