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