Sync Creative Planning - Retirement Planning to Microsoft Excel
BankSync may support connections to Creative Planning - Retirement Planning accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync Creative Planning - Retirement Planning to Microsoft Excel
Search for Creative Planning - Retirement Planning in BankSync
Sign up for BankSync and, if Creative Planning - Retirement Planning is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Creative Planning - Retirement Planning fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Creative Planning - Retirement Planning to Microsoft Excel
Transactions
Sync available Creative Planning - Retirement Planning transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Creative Planning - Retirement Planning accounts.
Holdings
Sync supported investment positions, quantities, and market values from Creative Planning - Retirement Planning.
Trades
Sync supported investment trade and activity history from Creative Planning - Retirement Planning.
Loans
Sync supported loan balances and provider-supplied liability details from Creative Planning - Retirement Planning.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Creative Planning - Retirement Planning field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Creative Planning - Retirement Planning with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync Creative Planning - Retirement Planning somewhere else
The same Creative Planning - Retirement Planning connection can feed any of these destinations.
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Other banks that sync to Microsoft Excel
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BankSync is not affiliated with, endorsed by, or an official partner of Creative Planning - Retirement Planning or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.