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