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