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