BankUnited, N.A.-Lynx
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Microsoft Excel

Sync BankUnited, N.A.-Lynx to Microsoft Excel

BankSync may support connections to BankUnited, N.A.-Lynx 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.

BankSync is not affiliated with, endorsed by, sponsored by, or partnered with BankUnited, N.A.-Lynx or Microsoft Excel. Names are used only to describe potential account-data coverage and destination compatibility.

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How to sync BankUnited, N.A.-Lynx to Microsoft Excel

1

Search for BankUnited, N.A.-Lynx in BankSync

Sign up for BankSync and, if BankUnited, N.A.-Lynx 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 BankUnited, N.A.-Lynx 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 BankUnited, N.A.-Lynx to Microsoft Excel

Transactions

Sync available BankUnited, N.A.-Lynx transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported BankUnited, N.A.-Lynx accounts.

Holdings

Sync supported investment positions, quantities, and market values from BankUnited, N.A.-Lynx.

Trades

Sync supported investment trade and activity history from BankUnited, N.A.-Lynx.

Loans

Sync supported loan balances and provider-supplied liability details from BankUnited, N.A.-Lynx.

Account Details

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

Custom Field Mappings

Map any BankUnited, N.A.-Lynx 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 BankUnited, N.A.-Lynx 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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BankSync is not affiliated with, endorsed by, or an official partner of BankUnited, N.A.-Lynx or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.