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