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Bank Connector

Jonathan Christopher Maria Pagel에 의해

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

앱 기능

이 앱을 사용하면
  • 문서를 읽거나 변경할 수 있음
  • 인터넷을 통해 데이터를 보낼 수 있음

한눈에 보기

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