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