Sync Ruby Money to Microsoft Excel
BankSync may support connections to Ruby Money 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 Ruby Money to Microsoft Excel
Search for Ruby Money in BankSync
Sign up for BankSync and, if Ruby Money 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 Ruby Money 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 Ruby Money to Microsoft Excel
Transactions
Sync available Ruby Money transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Ruby Money accounts.
Holdings
Sync supported investment positions, quantities, and market values from Ruby Money.
Trades
Sync supported investment trade and activity history from Ruby Money.
Loans
Sync supported loan balances and provider-supplied liability details from Ruby Money.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Ruby Money 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 Ruby Money 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 Ruby Money somewhere else
The same Ruby Money connection can feed any of these destinations.
- Sync Ruby Money to Actual Budget
- Sync Ruby Money to Airtable
- Sync Ruby Money to Firefly III
- Sync Ruby Money to Google Sheets
- Sync Ruby Money to Home Assistant
- Sync Ruby Money to MongoDB
- Sync Ruby Money to MySQL
- Sync Ruby Money to Notion
- Sync Ruby Money to PostgreSQL
- Sync Ruby Money to Securo
- Sync Ruby Money to SimpleFIN
- Sync Ruby Money to Sure
Other banks that sync to Microsoft Excel
Institutions in the same market that can also route account data to Microsoft Excel.
- Sync Chase to Microsoft Excel🇺🇸 United States
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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 Ruby Money or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.