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