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