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