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