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