[英]How can I extract bank data and import it into Excel in OneDrive?
I'm currently manually entering data from my bank accounts into a spreadsheet in OneDrive.我目前正在手动将银行帐户中的数据输入到 OneDrive 中的电子表格中。
I would like to be able to automate this process in some way.我希望能够以某种方式自动化这个过程。
The two issues I am facing in automating this are:我在自动化过程中面临的两个问题是:
If I had Excel installed I could probably enter the data using VBScript or VBA, but I only have the web version of Excel that comes with OneDrive. If I had Excel installed I could probably enter the data using VBScript or VBA, but I only have the web version of Excel that comes with OneDrive.
I want to extract the transaction data direct from the bank account and not do screen scraping or manually download statements and parse these.我想直接从银行账户中提取交易数据,而不是进行屏幕抓取或手动下载报表并解析这些。
NB: If a makes a difference, the bank account is in https://www.bmo.com and one of the online accounting applications I tried seemed to be connecting with plaid.注意:如果有所不同,银行帐户位于https://www.bmo.com中,我尝试的其中一个在线会计应用程序似乎与格子图案有关。
I don't know a whole lot about the OneDrive piece, but Plaid should work for pulling transactions.我对 OneDrive 部分了解不多,但 Plaid 应该可以用于拉动交易。 For inspiration, this script ( https://github.com/hirefrank/plaid-txns-google-sheets ) is an example of a similar app but using Google Sheets instead of OneDrive.为了获得灵感,此脚本 ( https://github.com/hirefrank/plaid-txns-google-sheets ) 是一个类似应用程序的示例,但使用的是 Google 表格而不是 OneDrive。
You could use a finance data import tool like Fintable.您可以使用 Fintable 之类的财务数据导入工具。 It automatically syncs transactions to Airtable, and from there you could export to Excel.它会自动将事务同步到 Airtable,然后您可以从那里导出到 Excel。 BMO is supported, and the monthly plan is $12.支持 BMO,每月计划为 12 美元。
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