Sync Excel Bank to SimpleFIN
BankSync may support connections to Excel Bank accounts through third-party open banking providers, then route the supported account data shown below to SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync Excel Bank to SimpleFIN
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 SimpleFIN
Authorise BankSync to write data to your SimpleFIN 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 SimpleFIN.
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 SimpleFIN
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 SimpleFIN.
Custom Field Mappings
Map any Excel Bank field to any column in SimpleFIN — 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 SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync Excel Bank somewhere else
The same Excel Bank connection can feed any of these destinations.
- Sync Excel Bank to Actual Budget
- 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 Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Excel Bank or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.