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