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Guide

Sync to Microsoft Excel

Sheetful syncs your bank transactions into an Excel workbook on OneDrive, without the weekly CSV export.

What you need

  • A Microsoft account with OneDrive
  • A bank you can log in to through Plaid

Setup in a nutshell

  1. Pick a template.
  2. Sign in and connect Microsoft: Sheetful creates your workbook in OneDrive. Log in to your bank through Plaid, or import a CSV.
  3. Your workbook fills: press Sync Now, or let it sync weekly on Free and every day on Premium.

Exact OAuth screens change when Microsoft updates them; the dashboard in Sheetful walks you through the live flow.

Google Sheets instead?

See the Google Sheets sync guide.

Try Sheetful with Excel

Pick a template and connect your bank.

Get started →