Metro Plus Credit Union
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Microsoft Excel

Sync Metro Plus Credit Union to Microsoft Excel

BankSync may support connections to Metro Plus Credit Union 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.

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How to sync Metro Plus Credit Union to Microsoft Excel

Mapping Metro Plus Credit Union fields into Microsoft Excel
map your columns once
1

Search for Metro Plus Credit Union in BankSync

Sign up for BankSync and, if Metro Plus Credit Union is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

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.

3

Configure field mappings

Map the supported Metro Plus Credit Union fields supplied by the provider to columns in Microsoft Excel.

4

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 Metro Plus Credit Union to Microsoft Excel

Transactions

Sync available Metro Plus Credit Union transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Metro Plus Credit Union accounts.

Holdings

Sync supported investment positions, quantities, and market values from Metro Plus Credit Union.

Trades

Sync supported investment trade and activity history from Metro Plus Credit Union.

Loans

Sync supported loan balances and provider-supplied liability details from Metro Plus Credit Union.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.

Custom Field Mappings

Map any Metro Plus Credit Union 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 Metro Plus Credit Union with Microsoft Excel?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of Metro Plus Credit Union or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.