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