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