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