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