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