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