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