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