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CapitalView

di CapitalView BV

Automatically import bank transactions from US and EU banks into Excel

Connect your bank accounts to your spreadsheet with ease. CapitalView BV automatically updates your spreadsheet with your finances so you can easily track your entire financial life in Excel.

Works in US and European(UK, Germany, Netherlands, France, Spain..) financial ecosystems.

Here's how it works:

1. Connect your bank accounts on CapitalView website (https://mycapitalview.com )

2. Install the CapitalView Add-in

3. Import bank transactions

Enjoy the imported bank transactions in your spreadsheet — no more manual exports or copying.

Receive Automatic Financial Updates

- Instantly get historical data from your linked accounts.

- Receive new transactions and balance updates directly in your spreadsheet.

For starters, there are optional Excel Templates for inspiration.

CapitalView is private and secure:

- CapitalView never reads, shares, or sells your financial data. Regulated by EU and US financial jurisdiction

- Your banks are linked securely via Plaid. CapitalView can't see your bank credentials or move money at your banks

- Your data is encrypted using AES-256 encryption, and CapitalView always uses a secure SSL connection.

Try it free for 14 days. CapitalView is just $3/month. Sign up at https://mycapitalview.com

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TAGS: bank transactions into Excel, budgeting, connect banks, link banks, bank feed, budget template, tiller money feeds, money in excel, net worth template, bank balances, personal finance

Funzionalità dell'app

Quando questa app viene usata,
  • Può leggere e apportare modifiche nel documento
  • Può inviare dati tramite Internet

In uno sguardo

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