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