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