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