Sync Alight Smart Accounts to Microsoft Excel
BankSync may support connections to Alight Smart Accounts accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync Alight Smart Accounts to Microsoft Excel
Search for Alight Smart Accounts in BankSync
Sign up for BankSync and, if Alight Smart Accounts is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Alight Smart Accounts fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Alight Smart Accounts to Microsoft Excel
Transactions
Sync available Alight Smart Accounts transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Alight Smart Accounts accounts.
Holdings
Sync supported investment positions, quantities, and market values from Alight Smart Accounts.
Trades
Sync supported investment trade and activity history from Alight Smart Accounts.
Loans
Sync supported loan balances and provider-supplied liability details from Alight Smart Accounts.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Alight Smart Accounts field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Alight Smart Accounts with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync Alight Smart Accounts somewhere else
The same Alight Smart Accounts connection can feed any of these destinations.
- Sync Alight Smart Accounts to Actual Budget
- Sync Alight Smart Accounts to Airtable
- Sync Alight Smart Accounts to Firefly III
- Sync Alight Smart Accounts to Google Sheets
- Sync Alight Smart Accounts to Home Assistant
- Sync Alight Smart Accounts to MongoDB
- Sync Alight Smart Accounts to MySQL
- Sync Alight Smart Accounts to Notion
- Sync Alight Smart Accounts to PostgreSQL
- Sync Alight Smart Accounts to Securo
- Sync Alight Smart Accounts to SimpleFIN
- Sync Alight Smart Accounts to Sure
Other banks that sync to Microsoft Excel
Institutions in the same market that can also route account data to Microsoft Excel.
- Sync Valley Bank - Personal to Microsoft Excel🇺🇸 United States
- Sync FM Bank (MN) - Business to Microsoft Excel🇺🇸 United States
- Sync Valley Bank of Nevada - Business to Microsoft Excel🇺🇸 United States
- Sync Axos Bank to Microsoft Excel🇺🇸 United States
- Sync Alight - UBS to Microsoft Excel🇺🇸 United States
- Sync Bay Credit Union to Microsoft Excel🇺🇸 United States
- Sync Bright Start - College Savings Program (IL) - Individual to Microsoft Excel🇺🇸 United States
- Sync Manulife GRS to Microsoft Excel🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Alight Smart Accounts or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.