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