Sync Baselane to Microsoft Excel
BankSync may support connections to Baselane 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 Baselane to Microsoft Excel
Search for Baselane in BankSync
Sign up for BankSync and, if Baselane 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 Baselane 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 Baselane to Microsoft Excel
Transactions
Sync available Baselane transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Baselane accounts.
Holdings
Sync supported investment positions, quantities, and market values from Baselane.
Trades
Sync supported investment trade and activity history from Baselane.
Loans
Sync supported loan balances and provider-supplied liability details from Baselane.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Baselane 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 Baselane 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 Baselane somewhere else
The same Baselane connection can feed any of these destinations.
- Sync Baselane to Actual Budget
- Sync Baselane to Airtable
- Sync Baselane to Firefly III
- Sync Baselane to Google Sheets
- Sync Baselane to Home Assistant
- Sync Baselane to MongoDB
- Sync Baselane to MySQL
- Sync Baselane to Notion
- Sync Baselane to PostgreSQL
- Sync Baselane to Securo
- Sync Baselane to SimpleFIN
- Sync Baselane to Sure
Other banks that sync to Microsoft Excel
Institutions in the same market that can also route account data to Microsoft Excel.
- Sync Valley Bank - Personal to Microsoft Excel🇺🇸 United States
- Sync FM Bank (MN) - Business to Microsoft Excel🇺🇸 United States
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- Sync Bright Start - College Savings Program (IL) - Individual to Microsoft Excel🇺🇸 United States
- Sync Manulife GRS to Microsoft Excel🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Baselane or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.