Sync Web401k to Microsoft Excel
BankSync may support connections to Web401k 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 Web401k or Microsoft Excel. Names are used only to describe potential account-data coverage and destination compatibility.
How to sync Web401k to Microsoft Excel
Search for Web401k in BankSync
Sign up for BankSync and, if Web401k 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 or sheet where your transactions should land.
Configure field mappings
Map supported Web401k transaction fields such as date, amount, merchant, and 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 Web401k to Microsoft Excel
Transactions
Full transaction history from Web401k including date, amount, merchant, and category.
Balances
Current and available balances for all your Web401k 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 Web401k 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 Web401k 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 Web401k or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.