CMG Mortgage
Sync CMG Mortgage to Microsoft Excel
BankSync may support connections to CMG Mortgage 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.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with CMG Mortgage or Microsoft Excel. Names are used only to describe potential account-data coverage and destination compatibility.
United StatesBank SyncAvailable
How to sync CMG Mortgage to Microsoft Excel
1
Search for CMG Mortgage in BankSync
Sign up for BankSync and, if CMG Mortgage is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
2
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.
3
Configure field mappings
Map the supported CMG Mortgage fields supplied by the provider to columns in Microsoft Excel.
4
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 CMG Mortgage to Microsoft Excel
Transactions
Sync available CMG Mortgage transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported CMG Mortgage accounts.
Holdings
Sync supported investment positions, quantities, and market values from CMG Mortgage.
Trades
Sync supported investment trade and activity history from CMG Mortgage.
Loans
Sync supported loan balances and provider-supplied liability details from CMG Mortgage.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any CMG Mortgage 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 CMG Mortgage 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 FreeBankSync is not affiliated with, endorsed by, or an official partner of CMG Mortgage or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.