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