Sync Heartland Funds to Microsoft Excel
BankSync may support connections to Heartland Funds 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 Heartland Funds to Microsoft Excel
Search for Heartland Funds in BankSync
Sign up for BankSync and, if Heartland Funds 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 Heartland Funds 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 Heartland Funds to Microsoft Excel
Transactions
Sync available Heartland Funds transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Heartland Funds accounts.
Holdings
Sync supported investment positions, quantities, and market values from Heartland Funds.
Trades
Sync supported investment trade and activity history from Heartland Funds.
Loans
Sync supported loan balances and provider-supplied liability details from Heartland Funds.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Heartland Funds 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 Heartland Funds 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 Heartland Funds somewhere else
The same Heartland Funds connection can feed any of these destinations.
- Sync Heartland Funds to Actual Budget
- Sync Heartland Funds to Airtable
- Sync Heartland Funds to Firefly III
- Sync Heartland Funds to Google Sheets
- Sync Heartland Funds to Home Assistant
- Sync Heartland Funds to MongoDB
- Sync Heartland Funds to MySQL
- Sync Heartland Funds to Notion
- Sync Heartland Funds to PostgreSQL
- Sync Heartland Funds to Securo
- Sync Heartland Funds to SimpleFIN
- Sync Heartland Funds 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 Heartland Funds or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.