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