Sync Excel Bank to Actual Budget
BankSync may support connections to Excel Bank accounts through third-party open banking providers, then route the supported account data shown below to Actual Budget. Set up takes under 10 minutes and requires no code.
How to sync Excel Bank to Actual Budget
Search for Excel Bank in BankSync
Sign up for BankSync and, if Excel Bank is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Actual Budget
Authorise BankSync to write data to your Actual Budget workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Excel Bank fields supplied by the provider to columns in Actual Budget.
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 Excel Bank to Actual Budget
Transactions
Sync available Excel Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Excel Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from Excel Bank.
Trades
Sync supported investment trade and activity history from Excel Bank.
Loans
Sync supported loan balances and provider-supplied liability details from Excel Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Actual Budget.
Custom Field Mappings
Map any Excel Bank field to any column in Actual Budget — 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 Excel Bank with Actual Budget?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Actual Budget in minutes.
Get Started FreeSync Excel Bank somewhere else
The same Excel Bank connection can feed any of these destinations.
- Sync Excel Bank to Airtable
- Sync Excel Bank to Firefly III
- Sync Excel Bank to Google Sheets
- Sync Excel Bank to Home Assistant
- Sync Excel Bank to Microsoft Excel
- Sync Excel Bank to MongoDB
- Sync Excel Bank to MySQL
- Sync Excel Bank to Notion
- Sync Excel Bank to PostgreSQL
- Sync Excel Bank to Securo
- Sync Excel Bank to SimpleFIN
- Sync Excel Bank to Sure
Other banks that sync to Actual Budget
Institutions in the same market that can also route account data to Actual Budget.
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- Sync Charles Schwab to Actual Budget🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Excel Bank or Actual Budget. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.