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