Sync Apex Bank to Microsoft Excel
BankSync may support connections to Apex Bank 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 Apex Bank to Microsoft Excel
Search for Apex Bank in BankSync
Sign up for BankSync and, if Apex Bank 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 Apex Bank 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 Apex Bank to Microsoft Excel
Transactions
Sync available Apex Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Apex Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from Apex Bank.
Trades
Sync supported investment trade and activity history from Apex Bank.
Loans
Sync supported loan balances and provider-supplied liability details from Apex Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Apex Bank 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 Apex Bank 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 Apex Bank somewhere else
The same Apex Bank connection can feed any of these destinations.
- Sync Apex Bank to Actual Budget
- Sync Apex Bank to Airtable
- Sync Apex Bank to Firefly III
- Sync Apex Bank to Google Sheets
- Sync Apex Bank to Home Assistant
- Sync Apex Bank to MongoDB
- Sync Apex Bank to MySQL
- Sync Apex Bank to Notion
- Sync Apex Bank to PostgreSQL
- Sync Apex Bank to Securo
- Sync Apex Bank to SimpleFIN
- Sync Apex Bank to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Apex Bank or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.