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