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