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