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