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