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