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