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