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