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