BankSync may support connections to United Heritage Credit Union accounts through third-party open banking providers, then route supported transactions, balances, and account data to Microsoft Excel. Set up takes under 10 minutes and requires no code.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with United Heritage Credit Union or Microsoft Excel. Names are used only to describe potential account-data coverage and destination compatibility.
Sign up for BankSync and, if United Heritage Credit Union is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database or sheet where your transactions should land.
Map supported United Heritage Credit Union transaction fields such as date, amount, merchant, and category to the columns in Microsoft Excel however you like.
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
Full transaction history from United Heritage Credit Union including date, amount, merchant, and category.
Current and available balances for all your United Heritage Credit Union accounts, updated on every sync.
Account names, numbers, and types so you can filter and organise data in Microsoft Excel.
Merchant names and category codes for richer transaction context.
Map any United Heritage Credit Union field to any column in Microsoft Excel — fully configurable.
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of United Heritage Credit Union or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.