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