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