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