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