Sync M1 Finance to Microsoft Excel
BankSync may support connections to M1 Finance 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 M1 Finance to Microsoft Excel
Search for M1 Finance in BankSync
Sign up for BankSync and, if M1 Finance 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 M1 Finance 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 M1 Finance to Microsoft Excel
Transactions
Sync available M1 Finance transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported M1 Finance accounts.
Holdings
Sync supported investment positions, quantities, and market values from M1 Finance.
Trades
Sync supported investment trade and activity history from M1 Finance.
Loans
Sync supported loan balances and provider-supplied liability details from M1 Finance.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any M1 Finance 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 M1 Finance 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 M1 Finance somewhere else
The same M1 Finance connection can feed any of these destinations.
- Sync M1 Finance to Actual Budget
- Sync M1 Finance to Airtable
- Sync M1 Finance to Firefly III
- Sync M1 Finance to Google Sheets
- Sync M1 Finance to Home Assistant
- Sync M1 Finance to MongoDB
- Sync M1 Finance to MySQL
- Sync M1 Finance to Notion
- Sync M1 Finance to PostgreSQL
- Sync M1 Finance to Securo
- Sync M1 Finance to SimpleFIN
- Sync M1 Finance to Sure
Other banks that sync to Microsoft Excel
Institutions in the same market that can also route account data to Microsoft Excel.
- Sync Chase to Microsoft Excel🇺🇸 United States
- Sync American Express to Microsoft Excel🇺🇸 United States
- Sync Capital One to Microsoft Excel🇺🇸 United States
- Sync Bank of America to Microsoft Excel🇺🇸 United States
- Sync Wells Fargo to Microsoft Excel🇺🇸 United States
- Sync Citibank Online to Microsoft Excel🇺🇸 United States
- Sync Fidelity to Microsoft Excel🇺🇸 United States
- Sync Charles Schwab to Microsoft Excel🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of M1 Finance or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.