Sync Capital on Tap to Microsoft Excel
BankSync may support connections to Capital on Tap 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 on Tap to Microsoft Excel
Search for Capital on Tap in BankSync
Sign up for BankSync and, if Capital on Tap 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 on Tap 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 on Tap to Microsoft Excel
Transactions
Sync available Capital on Tap transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Capital on Tap accounts.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Capital on Tap 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 on Tap 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 on Tap somewhere else
The same Capital on Tap connection can feed any of these destinations.
- Sync Capital on Tap to Actual Budget
- Sync Capital on Tap to Airtable
- Sync Capital on Tap to Firefly III
- Sync Capital on Tap to Google Sheets
- Sync Capital on Tap to Home Assistant
- Sync Capital on Tap to MongoDB
- Sync Capital on Tap to MySQL
- Sync Capital on Tap to Notion
- Sync Capital on Tap to PostgreSQL
- Sync Capital on Tap to Securo
- Sync Capital on Tap to SimpleFIN
- Sync Capital on Tap to Sure
Other banks that sync to Microsoft Excel
Institutions in the same market that can also route account data to Microsoft Excel.
- Sync ABN AMRO to Microsoft Excel🇬🇧 United Kingdom
- Sync Airwallex to Microsoft Excel🇬🇧 United Kingdom
- Sync Allied Irish Bank to Microsoft Excel🇬🇧 United Kingdom
- Sync Allied Irish Bank Business to Microsoft Excel🇬🇧 United Kingdom
- Sync Allpay to Microsoft Excel🇬🇧 United Kingdom
- Sync Alpha Connect to Microsoft Excel🇬🇧 United Kingdom
- Sync Alpha FX to Microsoft Excel🇬🇧 United Kingdom
- Sync Amazon Mastercard to Microsoft Excel🇬🇧 United Kingdom
BankSync is not affiliated with, endorsed by, or an official partner of Capital on Tap or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.