Sync Inez Deposit Bank to Microsoft Excel
BankSync may support connections to Inez Deposit 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 Inez Deposit Bank to Microsoft Excel
map your columns once
Search for Inez Deposit Bank in BankSync
Sign up for BankSync and, if Inez Deposit 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 Inez Deposit 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 Inez Deposit Bank to Microsoft Excel
Transactions
Sync available Inez Deposit Bank transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Inez Deposit Bank accounts.
Holdings
Sync supported investment positions, quantities, and market values from Inez Deposit Bank.
Trades
Sync supported investment trade and activity history from Inez Deposit Bank.
Loans
Sync supported loan balances and provider-supplied liability details from Inez Deposit Bank.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Inez Deposit 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 Inez Deposit 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 FreeBankSync is not affiliated with, endorsed by, or an official partner of Inez Deposit Bank or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.