Bank Connector

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نظرة عامة المراجعات والتقييمات التفاصيل والدعم

Connect your bank accounts to Excel, sync transactions, and categorize data automatically for faster

Bank Data Manager

Bank Data Manager is an Excel add-in for teams and professionals who need current banking data directly inside workbooks.

Use the add-in to connect supported institutions, import account transactions into a structured Transactions sheet,

refresh data without manual CSV workflows, and apply rule-based categorization from a Mapping sheet.

A paid subscription is required to use Bank Data Manager. Learn more at

bank.jonathanpagel.com.

Key capabilities

Connect institutions from supported countries directly inside Excel.

Import transaction history into a dedicated Transactions sheet.

Run Sync Data to append newly available transactions.

Create and maintain Mapping rules for categories and sub-categories.

Apply categorization rules with one click.

Navigate quickly with ribbon commands for panel, transactions, mapping, and setup.

Typical use cases

Cash flow tracking and monthly reporting

Spend analysis by category

Reconciliation preparation

Operational finance workflows in Excel

إمكانات التطبيق

عندما يتم استخدام هذا التطبيق، فإنه

يمكنها قراءة مستندك وإجراء تغييرات عليه
يمكنها إرسال البيانات عبر الإنترنت

لمحة سريعة

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