Banco Português de Gestão
Microsoft Excel logo
Microsoft Excel

Sync Banco Português de Gestão to Microsoft Excel

BankSync may support connections to Banco Português de Gestão 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.

PortugalBank SyncAvailable

How to sync Banco Português de Gestão to Microsoft Excel

Mapping Banco Português de Gestão fields into Microsoft Excel

map your columns once

1

Search for Banco Português de Gestão in BankSync

Sign up for BankSync and, if Banco Português de Gestão is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

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.

3

Configure field mappings

Map the supported Banco Português de Gestão fields supplied by the provider to columns in Microsoft Excel.

4

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 Banco Português de Gestão to Microsoft Excel

Transactions

Sync available Banco Português de Gestão transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Banco Português de Gestão accounts.

Holdings

Sync supported investment positions, quantities, and market values from Banco Português de Gestão.

Trades

Sync supported investment trade and activity history from Banco Português de Gestão.

Loans

Sync supported loan balances and provider-supplied liability details from Banco Português de Gestão.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.

Custom Field Mappings

Map any Banco Português de Gestão 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 Banco Português de Gestão 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 Free

BankSync is not affiliated with, endorsed by, or an official partner of Banco Português de Gestão or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.