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