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