Sync Bank First to Microsoft Excel
BankSync may support connections to Bank First 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 Bank First to Microsoft Excel
map your columns once
Search for Bank First in BankSync
Sign up for BankSync and, if Bank First 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 Bank First 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 Bank First to Microsoft Excel
Transactions
Sync available Bank First transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Bank First accounts.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Bank First 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 Bank First with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
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Sync Bank First somewhere else
The same Bank First connection can feed any of these destinations.
- Sync Bank First to Actual Budget
- Sync Bank First to Airtable
- Sync Bank First to Firefly III
- Sync Bank First to Google Sheets
- Sync Bank First to Home Assistant
- Sync Bank First to MongoDB
- Sync Bank First to MySQL
- Sync Bank First to Notion
- Sync Bank First to PostgreSQL
- Sync Bank First to Securo
- Sync Bank First to SimpleFIN
- Sync Bank First to Sure
Other banks that sync to Microsoft Excel
Institutions in the same market that can also route account data to Microsoft Excel.
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BankSync is not affiliated with, endorsed by, or an official partner of Bank First or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.