Sync Benepass to Microsoft Excel
BankSync may support connections to Benepass 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 Benepass to Microsoft Excel
Search for Benepass in BankSync
Sign up for BankSync and, if Benepass 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 Benepass 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 Benepass to Microsoft Excel
Transactions
Sync available Benepass transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Benepass accounts.
Holdings
Sync supported investment positions, quantities, and market values from Benepass.
Trades
Sync supported investment trade and activity history from Benepass.
Loans
Sync supported loan balances and provider-supplied liability details from Benepass.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Benepass 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 Benepass 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 Benepass somewhere else
The same Benepass connection can feed any of these destinations.
- Sync Benepass to Actual Budget
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- Sync Benepass to Google Sheets
- Sync Benepass to Home Assistant
- Sync Benepass to MongoDB
- Sync Benepass to MySQL
- Sync Benepass to Notion
- Sync Benepass to PostgreSQL
- Sync Benepass to Securo
- Sync Benepass to SimpleFIN
- Sync Benepass 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 Benepass or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.