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