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