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