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