Sync USHG Digital Wallet to Microsoft Excel
BankSync connects USHG Digital Wallet to Microsoft Excel via secure open banking APIs, automatically syncing transactions, balances, and account data in real time. Set up takes under 10 minutes — no coding required.
How to sync USHG Digital Wallet to Microsoft Excel
Connect USHG Digital Wallet to BankSync
Sign up for BankSync and securely link your USHG Digital Wallet account through our open banking integration. Your credentials are never stored.
Connect Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database or sheet where your transactions should land.
Configure field mappings
Map your USHG Digital Wallet transaction fields — date, amount, merchant, category — to the columns in Microsoft Excel however you like.
Set your sync schedule
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
What gets synced from USHG Digital Wallet to Microsoft Excel
Transactions
Full transaction history from USHG Digital Wallet including date, amount, merchant, and category.
Balances
Current and available balances for all your USHG Digital Wallet accounts, updated on every sync.
Account Details
Account names, numbers, and types so you can filter and organise data in Microsoft Excel.
Merchant Info
Merchant names and category codes for richer transaction context.
Custom Field Mappings
Map any USHG Digital Wallet field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Ready to sync USHG Digital Wallet 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 FreeBankSync is not affiliated with, endorsed by, or an official partner of USHG Digital Wallet or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.