Sync Invoice2go Money to Microsoft Excel
BankSync may support connections to Invoice2go Money 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 Invoice2go Money to Microsoft Excel
Search for Invoice2go Money in BankSync
Sign up for BankSync and, if Invoice2go Money 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 Invoice2go Money 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 Invoice2go Money to Microsoft Excel
Transactions
Sync available Invoice2go Money transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Invoice2go Money accounts.
Holdings
Sync supported investment positions, quantities, and market values from Invoice2go Money.
Trades
Sync supported investment trade and activity history from Invoice2go Money.
Loans
Sync supported loan balances and provider-supplied liability details from Invoice2go Money.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Invoice2go Money 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 Invoice2go Money 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 Invoice2go Money somewhere else
The same Invoice2go Money connection can feed any of these destinations.
- Sync Invoice2go Money to Actual Budget
- Sync Invoice2go Money to Airtable
- Sync Invoice2go Money to Firefly III
- Sync Invoice2go Money to Google Sheets
- Sync Invoice2go Money to Home Assistant
- Sync Invoice2go Money to MongoDB
- Sync Invoice2go Money to MySQL
- Sync Invoice2go Money to Notion
- Sync Invoice2go Money to PostgreSQL
- Sync Invoice2go Money to Securo
- Sync Invoice2go Money to SimpleFIN
- Sync Invoice2go Money 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 Invoice2go Money or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.