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