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